MISSION
CLIENTS
WORK
PRESS
PEOPLE
CONTACT
THE COMPANY
| PEOPLE |
Donald
Martin CFP®
CERTIFIED FINANCIAL PLANNER™ professional.
Education: B.A., Accounting; M.B.A., Finance.
Credentials: Passed the rigorous CFP® exam and met the experience
requirements
needed to become a CERTIFIED FINANCIAL
PLANNER™
professional.
| APPROVED
MEMBER |
 the
premier financial planning trade group. |
admitted after undergoing an exacting peer
review process - this is the most concentrated group of sophisticated
fiduciary
financial planning professionals - a source of research not available
elsewhere.| LICENSED |
By the
State of California, Department of Corporations, as a Registered
Investment
Advisor,
and by Certified Financial Planner Board of Standards, Inc.- the
credentialing
body for the financial planning profession.