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Home > Financial Planner Directory > California > Torrance > Martin J. Bauer, III, CFP®, CPA, CWS®, PFS
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Martin J. Bauer, III, CFP®, CPA, CWS®, PFS

Bauer Financial Services

350 South Crenshaw Blvd.
Suite A105
Torrance, CA 90503
Phone: (424) 757-9260

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Succession Planning
  • Personal Taxes

 

About My Practice

Financial Planning--Helping You See the Big Picture

Financial Planning--Helping You See the Big Picture

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Experience

I have been providing tax and estate planning services since 1979. I have been providing financial services since 1999. 

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance: CA, AZ, Health/disability insurance: CA, Fixed annuities: CA, AZ, Variable annuities: CA, AZ
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Certified Wealth Strategist
Broker-Dealer Affiliation
NFP Securities, Inc.
Broker-Dealer Disclaimer
Martin J. Bauer, III is a CERTIFIED FINANCIAL PLANNERTM Practitioner, Certified Wealth Strategist® , Personal Financial Specialist, and a Certified Public Accountant.

 

How Planner Charges

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