“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important."

Martin specializes in comprehensive fee-based financial planning with Sagemark Consulting. Martin brings over 20 years of experience educating affluent individuals, families and business owners about unique and innovative strategies that are designed to help grow, protect and preserve the wealth they have worked hard to accumulate.

Martin specializes in working with clients who have already done some past planning with other advisors. By reviewing and coordinating work that that may have been done at different times by different advisors, Martin can often identify missed opportunities and coordination gaps, and educate clients about new planning techniques and opportunities.

Martin is often consulted by attorneys, CPAs and investment management professionals to provide wealth preserving planning ideas for their clients.

Martin is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). He has previously served on  the Adjunct Faculty in the Graduate School of Business at Golden Gate University in San Francisco. He is also an active member of the Diablo Valley Estate Planning Council. Martin is also a member of Sagemark Consulting’s prestigious The Resource Group*.

_{*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth, Inc.}