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Marla Landa Email & Phone Number
Financial Planner
at
Plan Forward Finance
2 work emails found
@asana.com
3 phones found area 415 and 202
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
San Francisco, California, United States
Who is Marla Landa? Overview
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Quick answer
Marla Landa is listed as Financial Planner at Plan Forward Finance, based in San Francisco, California, United States. AeroLeads shows a work email signal at asana.com, phone signal with area code 415, 202, and a matched LinkedIn profile for Marla Landa.
Marla Landa previously worked as Independent Contractor at Independent and Amplified Planning: 2024 Financial Planner Externship at Amplified Planning. Marla Landa holds Master Of Science In Financial Planning + Graduate Certificate In Financial Life Planning, Financial Planning And Services from Golden Gate University.
Company email context
Email format at Plan Forward Finance
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{first}{last}@asana.com
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AeroLeads found 2 current-domain work email signals for Marla Landa. Compare company email patterns before reaching out.
Profile bio
About Marla Landa
Hi! I’m Marla, a career-changer passionate about becoming a Financial Planner. My journey has taken me from tech to finance, where I’m currently pursuing my CERTIFIED FINANCIAL PLANNER™ certification. After passing the Series 65 exam in April 2024, I aim to complete my CFP® education by April 2025 and sit for the CFP® exam later that year.With over 17 years in the tech industry, I offer a unique perspective on financial planning, particularly for clients navigating tech equity such as ISOs, NSOs, RSUs, and ESPP. As an early employee at Yelp, I contributed to scaling operations and driving growth from early funding rounds through its IPO. At Asana, I led cross-functional initiatives that positioned the brand for success throughout its journey to Direct Listing. These experiences have equipped me with valuable insights to help clients manage financial complexities.My commitment to financial planning is deeply personal. Growing up with immigrant parents facing significant health challenges, I took on financial responsibilities from a young age, learning the importance of financial literacy, security, and wealth-building. These experiences reinforced my belief in resilience and adaptability in navigating life's unexpected turns, as I focus on details while keeping the big picture in mind. I am dedicated to empowering clients to build a strong financial foundation, supporting them in taking control of their financial future and reimagining their lives.I’m a lifelong learner with an insatiable curiosity and a can-do, positive attitude. My guiding principles are rooted in The Four Agreements: Be Impeccable with Your Word; Don’t Take Anything Personally; Don’t Make Assumptions; Always Do Your Best. If you’d like to connect or share insights, I’d love to hear from you!
Listed skills include Salesforce.Com, Online Advertising, Marketing, Marketing Communications, and 46 others.
Current workplace
Marla Landa's current company
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11 roles
Marla Landa work experience
A career timeline built from the work history available for this profile.
Independent Contractor
Current
Independent
Occasional Hourly Marketing Support
Mar 2024 - Present
Amplified Planning: 2024 Financial Planner Externship
Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.- Watched real client meetings, conducted financial analyses, and developed client deliverables.- Experience with eMoney Advisor.
Jun 2024 - Jul 2024
Global Integrated Marketing Campaign Producer
Developed and executed complex global project strategies, ensuring seamless coordination across multiple teams and stakeholders. I thrived in environments requiring adaptability, managing ambiguity while maintaining a sharp focus on detail and overarching goals. My role involved guiding teams through dynamic processes, aligning resources, and ensuring.
Dec 2020 - Aug 2023
Global Corporate Events Lead And Producer
Led the strategic planning and execution of global corporate programs, balancing immediate operational demands with long-term objectives. My role involved managing resources, overseeing budgets, and creating measurable success criteria for each initiative. I worked cross-functionally to ensure all projects met both strategic and operational goals.Key.
Feb 2019 - Dec 2020
Executive Business Partner To Head Of Marketing At Asana
Partnered with senior leadership to streamline business operations, optimize resource management, and support strategic initiatives across the marketing organization.
Jul 2018 - Feb 2019
Chief Of Staff & Special Assistant To Coo
Led a range of high-level corporate initiatives, streamlining operations and ensuring alignment across multiple departments. My role involved driving strategic projects, managing internal and external communication, and optimizing resource allocation to achieve corporate objectives.Key Responsibilities:- Directed Yelp's first-ever brand advertising.
Sep 2012 - Jul 2018
Head Of Ad Operations & Senior Crm System Administrator (Salesforce.Com)
Built and scaled the Sales Operations and CRM departments from the ground up, supporting Yelp’s rapid growth in revenue and workforce. My focus was on optimizing operational processes, driving revenue recognition, and ensuring accurate sales performance tracking.Key Responsibilities:- Founded and grew the Sales Operations team to support a revenue increase.
Dec 2006 - Sep 2012
Account Executive
Early member of the sales team, consistently exceeding targets and contributing to the foundational growth of Yelp’s sales department.
Mar 2006 - Dec 2006
Resident Researcher
- Analysis of witness protection programs in the aftermath of the war in the former Yugoslavia.
Jun 2004 - Sep 2004
Legal Assistant
- International arbitration involving the dissolution of Czechoslovakia and Bank privatization
Oct 2002 - Mar 2004
5 education records
Marla Landa education
Master Of Science In Financial Planning + Graduate Certificate In Financial Life Planning, Financial Planning And Services
Lsma, European Studies And Human Rights
Ba, Rhetoric, German
Education record
Education record
Mira Costa High School
FAQ
Frequently asked questions about Marla Landa
Quick answers generated from the profile data available on this page.
What company does Marla Landa work for?
Marla Landa works for Plan Forward Finance.
What is Marla Landa's role at Plan Forward Finance?
Marla Landa is listed as Financial Planner at Plan Forward Finance.
What is Marla Landa's email address?
AeroLeads has found 2 work email signals at @asana.com for Marla Landa at Plan Forward Finance.
What is Marla Landa's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 202 for Marla Landa at Plan Forward Finance.
Where is Marla Landa based?
Marla Landa is based in San Francisco, California, United States while working with Plan Forward Finance.
What companies has Marla Landa worked for?
Marla Landa has worked for Plan Forward Finance, Independent, Amplified Planning, Asana, and Yelp.
How can I contact Marla Landa?
You can use AeroLeads to view verified contact signals for Marla Landa at Plan Forward Finance, including work email, phone, and LinkedIn data when available.
What schools did Marla Landa attend?
Marla Landa holds Master Of Science In Financial Planning + Graduate Certificate In Financial Life Planning, Financial Planning And Services from Golden Gate University.
What skills is Marla Landa known for?
Marla Landa is listed with skills including Salesforce.Com, Online Advertising, Marketing, Marketing Communications, Product Management, Google Analytics, Mobile Marketing, and Leadership.
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