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Home > Financial Planner Directory > California > San Jose > Craig L. Martin, MSFS, CFP®, CLU, ChF
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Craig L. Martin, MSFS, CFP®, CLU, ChF

The Family Wealth Consulting Group

25 Metro Dr
Suite 600
San Jose, CA 95110
Phone: (408) 453-2222
Fax: (408) 453-6065

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Long-term Care
  • Personal Taxes

 

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