About My Practice
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
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
NFP Securities, Inc.
Martin J. Bauer, III is a CERTIFIED FINANCIAL PLANNERTM Practitioner, Certified Wealth Strategist® , Personal Financial Specialist, and a Certified Public Accountant.
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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