About My Practice
Martin has been in the financial planning industry for over 27 years. He has helped hundreds of clients with a wide variety of financial issues from debt reduction/elimination to designing plans to maximize retirement income. Martin has also helped business owners and other high net worth individuals with complex estate planning and business succession plans. Martin is a registered principal with Foothill Securities, Inc., a broker/dealer, member FINRA/SIPC, and has served on Foothill Securities, Inc.'s board of directors since May 2011.
Experience
Martin started in the financial services industry in June of 1985 and has been working full time in the profession ever since. Martin received his Certified Financial Planner designation in 1992 and his Master's of Science degree in 2002.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 22, 24, 51, 63
Insurance Licenses
Life insurance: CA,NC,UT,NY,NV, OR, Health/disability insurance: CA,NC,UT,NV,OR, Fixed annuities: CA,NC,OR,UT,NV, Variable annuities: CA,NC,OR,UT,NV
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MSFS
Broker-Dealer Affiliation
Foothill Securities, Inc.
Broker-Dealer Disclaimer
Registered Principal of and Securities offered through Foothill Securities, Inc. member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
