Paola Martinez

Employer firm

Yellow Oak Financial Planning, LLC CRD 338146

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Yellow Oak Financial Planning, Llc

Simpsonville, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-01-29

SC RA
APPROVED

Since 2026-01-29

Branch Locations

Simpsonville, SC • 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

Organization	City	State	From	To
Yellow Oak Financial Planning Llc	Simpsonville	SC	01/2026	Present
Cpa Tax Adviser, Llc	Simpsonville	SC	02/2012	Present
1Mpact First Llc	Simpsonville	SC	03/2016	Present

01/2026 → Present

Yellow Oak Financial Planning Llc

Simpsonville, SC
02/2012 → Present

Cpa Tax Adviser, Llc

Simpsonville, SC
03/2016 → Present

1Mpact First Llc

Simpsonville, SC

Other Businesses

1. CPA Tax Adviser, LLC; non-investment; Simpsonville, SC 29680; Tax Preparation; CPA; Owner; 02/2012; 24 hours; Prepare tax returns, tax planning and tax projections. Conduct accounting reviews and financials. 2. 1mpact First LLC; non-investment; Simpsonville, SC 29680; Owner; CPA; 03/2016; 40 hours; Serve as an outsourced CPA to other CPA firms.

Designations

Certified Financial Planner

Other Names

Paola Manotas Salcedo

View on SEC IAPD