Kevin Martin, CFP^®

Designations and Licenses

Kevin is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Kevin works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Kevin worked at J.P. Morgan, managing investment assets for high-net-worth individuals.

Kevin holds a bachelor’s degree in theater from UCLA and an MBA with honors from Texas A&M University-Texarkana.

Personal Interests

Away from the office, Kevin enjoys golfing, playing fantasy football each year and spending time with family. He is also a Certified Lean Six Sigma Black Belt.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.