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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-04-15
  • CA RA
    APPROVED
    Since 2016-04-15

Branch Locations

1300 First Street Ste. 368, Napa, CA 94559 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marta Amaton - Independent Insurance Napa CA 08/1998 08/2018
Marta Amaton - Rental Property Fairfield CA 08/2015 11/2016
Jacobson Wealth Management Napa CA 10/2009 05/2023
Jacobson Wealth Management & Insurance Services Napa CA 10/2009 05/2023
Marta Cornejo - Financial & Ins Svs Napa CA 11/2005 08/2018
United Planners' Financial Services Scottsdale AZ 04/2016 Present
Marta Amaton - Rental Property Fairfield CA 09/2006 02/2019
Marta Amaton - Executor/Will Napa CA 12/2016 Present
Napa Valley Support Services Napa CA 01/2013 10/2021
Napa Valley Share The Care Napa CA 06/2018 12/2021
Vezer Family Vineyard Suisun Valley CA 11/2015 Present
Rental Property Fairfield CA 06/2019 05/2021
Marta Amaton Napa CA 10/2009 05/2023
City Of Napa Recreation & Cultural Contractor/Napa Senior Center Napa CA 09/2021 11/2021
Marta Amaton Fairfield CA 10/1998 Present
Proxy Freedom Walnut Creek CA 08/2023 06/2025
Rental Property Fairfield CA 09/2023 Present
Napa Valley College Napa CA 10/2020 Present
  • 08/1998 → 08/2018
    Marta Amaton - Independent Insurance
    Napa, CA
  • 08/2015 → 11/2016
    Marta Amaton - Rental Property
    Fairfield, CA
  • 10/2009 → 05/2023
    Jacobson Wealth Management
    Napa, CA
  • 10/2009 → 05/2023
    Jacobson Wealth Management & Insurance Services
    Napa, CA
  • 11/2005 → 08/2018
    Marta Cornejo - Financial & Ins Svs
    Napa, CA
  • 04/2016 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 09/2006 → 02/2019
    Marta Amaton - Rental Property
    Fairfield, CA
  • 12/2016 → Present
    Marta Amaton - Executor/Will
    Napa, CA
  • 01/2013 → 10/2021
    Napa Valley Support Services
    Napa, CA
  • 06/2018 → 12/2021
    Napa Valley Share The Care
    Napa, CA
  • 11/2015 → Present
    Vezer Family Vineyard
    Suisun Valley, CA
  • 06/2019 → 05/2021
    Rental Property
    Fairfield, CA
  • 10/2009 → 05/2023
    Marta Amaton
    Napa, CA
  • 09/2021 → 11/2021
    City Of Napa Recreation & Cultural Contractor/Napa Senior Center
    Napa, CA
  • 10/1998 → Present
    Marta Amaton
    Fairfield, CA
  • 08/2023 → 06/2025
    Proxy Freedom
    Walnut Creek, CA
  • 09/2023 → Present
    Rental Property
    Fairfield, CA
  • 10/2020 → Present
    Napa Valley College
    Napa, CA
Previous Registrations
  • 2023-08-16 → 2025-07-11
    Proxy Freedom
    Walnut Creek, CA
  • 2007-11-21 → 2016-05-02
    Napa, CA
    Fairfield, CA
    Gold River, CA
    Napa, CA
    Benicia, CA
Other Businesses

1.) VEZER FAMILY VINEYARD - TASTING ROOM ASSOCIATE - WINERY - SUISUN VALLEY, CA - SINCE 11/2015 - NOT INVESTMENT RELATED 2.) MARTA AMATON (EXECUTOR/WILL) - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY - NAPA, CA - SINCE 12/2016 - INVESTMENT RELATED 3.) EXECUTOR/WILL - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - FARFIELD, CA - SINCE 12/2019 - NOT INVESTMENT RELATED 4.) MARTA AMATON - INSURANCE AGENT - NON-VARIABLE INSURANCE - FARFIELD, CA - SINCE 10/1998 - INVESTMENT RELATED 5.) RENTAL PROPERTY - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - FAIRFIELD, CA - SINCE 09/2023 - INVESTMENT RELATED 6.) NAPA VALLEY COLLEGE - INSTRUCTOR - TEACHING/COACHING - NAPA, CA - SINCE 10/2020 - INVESTMENT RELATED 7.) EXECUTOR/WILL - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - FARFIELD, CA - SINCE 12/2016 - INVESTMENT RELATED 8.) AMATON STRATEGIC WEALTH MANAGEMENT, LLC - OWNER, PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NAPA, CA - SINCE 09/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-03
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S65 Uniform Investment Adviser Law Examination
    2007-11-03
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04
Other Names
  • Marta Elena Amaton
  • Marta Elena Cornejo
  • Marta Elena Amaton-Cornejo

View on SEC IAPD

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