Marla Sophia Landa

Current Employers

Employment History

• 04/2006 → 06/2018
  Yelp
  San Francisco, CA
• 07/2018 → 08/2023
  Asana
  San Francisco, CA
• 08/2023 → 12/2024
  Full Time Student
  San Francisco, CA
• 12/2024 → 05/2025
  Equita Financial Network, Inc.
  Fort Washington, PA
• 12/2025 → Present
  Encorestate Plans
  San Francisco, CA
• 06/2025 → Present
  Plan Forward Finance
  San Francisco, CA
• 05/2026 → Present
  Nomad Financial Advisors Llc
  Knoxville, TN

Previous Registrations

• 2025-01-15 → 2025-05-09
  Equita Financial Network, Inc.
  San Francisco, CA
  Fort Washington, PA

Other Businesses

EncorEstate Plans This business is not investment related Address: 10923 W CARROLL RD SPIRIT LAKE, ID, US 83869 Nature of the other business: Estate Planning Position: Chief of Staff Start Date: 12/2025 Hours: 120 a month Duties: The Chief of Staff serves as a strategic partner to the [CEO / Founder / Executive], helping drive priorities forward, improve execution, and ensure the organization operates effectively as it scales. This role combines strategy, operations, and execution, acting as a connective layer across teams to turn ideas into outcomes. Plan Forward Finance | Website: https://www.planforwardfinance.com/ This business is NOT investment related Address: Home Residence @ 2410 Great Highway, San Francisco, CA 94116 Nature of the other business: Hourly or project based part-time estate planning and financial education for those in need Position: Sole Proprietor / Owner / Educator Start Date: 06/2025 Hours: 0-15 a month Duties: I run an operate this educational business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-29