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Nolte joins the Legacy Endowment Community Foundation board

FALLBROOK – Founder of Imagine Financial Services, Marianne Martini Nolte, a certified financial planner, has become the newest member of the Legacy Endowment Community Foundation board of directors to represent Fallbrook and Bonsall nonprofit and community interests.

As a San Diego native and Fallbrook resident since 1998, Nolte's knowledge of the area as well as an understanding of investing, charitable concepts and tax planning were all positive attributes that will make her a valuable addition to Legacy's board member line-up.

Mark Hvasta, board chair of Legacy, said, "In addition to Marianne's financial experience and credentials as a certified financial planner which I know will lend an insightful perspective and familiarity about the services we offer to individuals and nonprofits, she has roots in the community and gives back through various volunteer roles. I'm confident she will be an excellent addition to Legacy Endowment's board diversity and growth planning for the years ahead."

Currently a volunteer with REINS Therapeutic Horseback Riding Program, a role she treasures, Nolte's love of all things equine goes back to her younger years when her pony and horses were running wild on the yet to be developed vast acres in Sorrento Valley. The horse/human bond continued into many years of horse ownership and riding, and eventually led her to start Telesis Video Inc., a production company dedicated to capturing the excitement, athleticism, beauty and fun associated with hunter/jumper, dressage and breed horse shows.

"It was a tremendously wonderful career journey but ultimately, it was a bit too much travel," Nolte said, regarding her decision to reimagine another career focus. "I thoroughly enjoyed working within the sport horse industry, but it was time to spend more time at home and with my family."

She now balances her work and family life, enjoying time with her husband Chris and her children, Lane and Julianne, while pursuing volunteer interests with St. Peter the Apostle Parish, REINS, the Fallbrook Women's Club and as a new board member of the Fallbrook Chamber of Commerce.

Upon getting to know Nolte through her board recruitment process, Jean Larsen, Legacy's executive director, was quick to say, "Marianne reimagined a career, pursued the training and expertise, and then geared her company philosophy to put her in the position of connecting with people, helping them see financial stability with a long view lens. She's bright and impressive, and I admire the trust she can instill with someone in just a matter of minutes."

Founded in 1994, Legacy Endowment typically distributes between $500,000 and $600,000 a year to a variety of nonprofit organizations as a result of pooled assets and investment strategies.

"Our risk/tolerance policies are overseen by a financially savvy committee of board directors, and managed by three highly regarded investment management firms. Legacy Endowment Community Foundation is sometimes compared to an investment firm, but we are actually very different – and a nonprofit – 100% dedicated to representing the interests of our donors," Hvasta said. "Marianne will be joining us in our stewardship responsibilities to our donors, ensuring a safe and productive investment haven, even in these challenging times."

"We are eager for Marianne's participation," Larsen said. "She really took the time to get to know us in the process of joining our board and vice versa. It's going to be a good match."

Submitted by Legacy Endowment Community Foundation.

 

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