Who we are at
BELLA Financial Group
CEO and Owner Marcia Riner, CFP® started Bella Financial Group with one vision: Elevating Small Business Owners to increase their profits. Passionate about her work, Marcia goes in deep to close the gaps that today's business owners face when it comes to breaking through their finances to grow their business money. With her team and over 20 years experience, she prides herself in making it simple to gain control over money fast and make great decisions from a place of knowledge, clarity, and confidence.
We are located in Rancho Santa Margarita, CA but have clients all of the world. Most of our business strategies are universal in nature, certain locations have different tax and legal laws but can be supported with local assistance.
Specializing in the following:
Cash Flow Management
Business Growth Strategies
Strategic Business Spending
Passive Income Building
Exit and Succession Planning
Real Estate Planning*
Bella Financial Group can work with you and your team of advisors to enhance and strengthen your business' financial plan.
Delivering success to their clients by creating and implementing comprehensive financial plans, Bella Financial Group is here to help you. If you don’t have a solid plan or don’t feel confident in your current plan, talk to us for a complimentary consultation.
*Advisory only services as part of a comprehensive financial plan.
Marcia Riner, CFP® & CEO
| Phone: 949.229-2112
Marcia began her financial career in 1997. Starting in the real estate business as a real estate broker and mortgage planner designing financial strategies around their biggest debt. In 2007 she expanded to financial planning. She has a Bachelors in Business with a concentration in Finance. She is part of a small percentage of advisors that has worked very hard to achieved their Certified Financial Planner™ designation. She comes from a family of business owners and has owned three businesses herself and understands what it takes to own and run a profitable business.
Marcia believes that proper planning is the first step to success. She also believes that no one should go at it alone, but rather create a strong team of knowledge and support to surround you. Bella Financial Group is here to be part of your team for ultimate success.
Marcia Riner, a Certified Financial Planner Practitioner™️, she holds a Series 7 & 66, and has her CA Insurance License #0H26673 but does not sell financial products. She acts in an unbiased and fiduciary role as a consultant and coach.