Benefits of Working with a Certified Financial Planner™


In the midst on an uncertain economy, personal financial security is on many people's minds.  Today's financial conditions require a holistic approach: Advice on retirement, estate plans, insurance, emergency funds, liabilities, and asset allocation must incorporate an individual's entire financial picture, not just one aspect or another.  Working with a CERTIFIED FINANCIAL PLANNER™ professional, you have hired a credentialed expert who does just that while meeting high ethical and professional standards.

The CERTIFIED FINANCIAL PLANNER™ designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 25% of all financial advisors in the industry can claim this distinction, according to a 2018 survey by Cerulli Associates, Inc. – a leading independent research company. 

Now is the time to develop a holistic plan to help navigate through unusual financial times, and gain what money can’t buy: peace of mind. 

Find out more about the CFP Board’s standards here 
Martin Wealth Management, Inc. is not a tax or legal advisor.