Our People

Shalina R. Martos, CFP®, CDFA®, AAMS®

Director of Financial Planning

Shalina is PIM's Director of Financial Planning, responsible for leading the firm’s efforts to continually enhance our financial and retirement planning capabilities. Shalina also works with PIM clients to develop purpose-driven financial plans that move them towards a successful retirement.

“Working with individuals and families to help create a better financial future through financial planning is my passion. Each client sees the world through her or his own unique perspective. I truly enjoy participating and contributing to the financial journey that leads to our clients’ success on their own terms.”

Shalina joined PIM in 2019. She has a Bachelor of Arts degree in Business Operations Management from Northwest University. Shalina is a Certified Financial Planner®, an Accredited Asset Management Specialist® and a Certified Divorce Financial Analyst®.

Shalina and her wife Lonna live in Redmond. They have one dog, an adorable beagle terrier mix named Koda. Away from the office, she enjoys spending time with family and friends and might be found on the golf course pursuing that coveted second hole-in-one. When vacation time rolls around, they make it a priority to live life with purpose and attempt to check an item off the bucket list every chance they get.

This email address is being protected from spambots. You need JavaScript enabled to view it.
425-240-7404

Contact

  • Phone:
    (800) 869-7072
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Clients

Securities offered through Schwab, Fidelity, TIAA. Members FINRA/SIPC | ADV.
Copyright © 2019 Personal Investment Management, Inc. | Powered by AdvisorFlex