David Martin, CFP®, CRPC®
Designations and Licenses
David is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor℠.
Experience and Education
David assists clients with overall Financial Planning, portfolio management and retirement income planning. He has 18 years of experience in the financial services industry where he has held roles as an equity compensation specialist, high-net-worth client relationship manager and financial consultant.
David has a Bachelor of Arts degree in business administration with a concentration in finance and accounting from Colorado State University.