Martin works with high net worth families and businesses through a comprehensive financial planning process to achieve their wealth management goals. As a Certified Financial Planner™ professional, he concentrates on investment strategies, retirement planning and estate planning to provide integrated solutions to any situation. One of his core beliefs is that every investor should have a long-term asset allocation strategy, and be able to articulate it. He empowers his clients through self-discovery so that together, they can arrive at the optimal solution to any of their needs. He is dedicated to providing high-quality, personalized advice that will simplify and improve his clients’ lives.

Previously, Martin was a Financial Consultant at Fidelity Investments where he was responsible for financial planning and portfolio management of 450 high net-worth families and businesses, representing more than $750 million in assets.

Martin is the President of the Boston College Fairfield County Alumni chapter and is actively involved in the community. He is a graduate of Boston College where he earned a B.S. in Finance. Martin is bilingual and grew up speaking both English and Spanish as his parents are from Panama originally. Martin and his wife Allison live in Stamford.

Registered States:
CA, CO, CT, DC, IN, MA, NJ, NY

Registered States:
CT, FL, NJ, NY, TX