CARTIER FINANCIAL
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    • Tim Cartier
    • Penny Marx
    • Kaitlyn Farr
    • Marc M. Takenaga
    • Teresa Johnson
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A wealth management firm only succeeds if the people running it do things for the right reasons.

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Penny Marx
Office Manager

Reliable, personable and detail-oriented are just a few words to describe Penny Marx in her role as office manager at Cartier Financial. A member of the team for 20+ years—and founder Tim Cartier’s sister—Penny has a true passion for providing excellent service to her clients. She enjoys the one-on-one time she spends talking and meeting with them, as every client is treated like a family member.

Penny prides herself on the great relationships she holds with all her clients and is very much a multi-tasker when it comes to her responsibilities in the office. She speaks with clients, talks with carriers and helps her team members in any way she can. She loves talking to the clients—most who have known her for decades—being there for them, and ensuring they’re taken care of.
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Outside of the office, Penny enjoys being active, fishing and hiking. She also makes it a priority to spend time with her family including her husband Karl, her son Nick and his wife Lauren, their daughter Lilly and her other son Garrett, his wife Jessica and their twins, Easton and Payton.
Cartier Financial is here to help take care
​of you and your family.

CALL US TODAY AT​ 619.462.6880!

Timothy Cartier

Phone: 619.462.6880
​Email: [email protected]

Cartier Financial
8100 La Mesa Blvd, Suite 200
La Mesa, CA 91942

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Licensed Insurance Professional.  Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.
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Tim Cartier offers Securities and Marc Takenaga offers Securities and Advisory Services through Client One Securities Member FINRA/SIPC and an investment advisor. Cartier Financial and Client One Securities are not affiliated. AR-3994 | 18137 - 2018/10/15
  • About
    • Tim Cartier
    • Penny Marx
    • Kaitlyn Farr
    • Marc M. Takenaga
    • Teresa Johnson
  • Services
  • Resources
  • Events
  • Blog
  • Contact