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Home > Financial Planner Directory > Arizona > Tucson > Bob Martin, CFP®

Bob Martin, CFP®

Planner List SAVED PLANNERS (0)

Sunrise Wealth Management, LLC

5151 E Broadway

Ste 1600

Tucson, AZ 85749-9023

Phone: (520) 399-7477

Fax: (520) 616-2600

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Investment Management
Estate Planning
Insurance
Retirement
Nontraditional Households
Personal Taxes

How Planner Charges

Fee Only

Considerations: No minimum asset level required.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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