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Plan B Investments
Marty and Justin run Plan B Investments, a Carmel Valley RIA since 2004 that delivers retirement and estate planning through a decades-long, fiduciary model.
Overview
Retirement & financial planning with heart. Since 2004, we’ve helped clients find clarity, confidence, and calm in their financial journey.
General information
Firm type
Venture Capital
Year founded
2004
Location
Region
Asia
Country
United States
City
Carmel Valley
Corporate office
13770 Center Street, Carmel Valley, California 93924, United States
Principals
Marty
Financial Advisor
Justin
Financial Advisor
Frequently asked questions
Who runs investment decisions at Plan B Investments?
The advisory team consists of Marty and Justin. Client testimonials on the firm's website describe Marty as the architect of investment choices — consolidating 401(k)s, aligning salary with future cost-of-living estimates, and selecting investment options suited to risk tolerance. The division of labor between Marty and Justin is not detailed on the site.
Does Plan B Investments participate in fund commitments or direct deals?
There is no indication that Plan B Investments commits to third-party private funds or originates direct deals. The firm's website describes services centered on individual financial planning, investment consolidation, and estate coordination. Its RIA structure and fiduciary language point to standard retail wealth management, not institutional portfolio construction.
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