Don Martin (CFP®, MBA)

Don Martin focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Specializing in fee-only investment advising and financial planning for Silicon Valley residents. Don Martin, CFP® is the company's Investment Adviser. The company has a $500,000 asset minimum requirement for clients.

Additional Information

Don Martin, CFP®, MBA has a BA in Accounting, an MBA in Finance and 34 years experience in financial services. Don Martin, CFP® is experienced in working with Silicon Valley professionals, including engineers, doctors, business owners. He enjoys the feeling of producing an investment plan that guides clients to move towards reaching their goals.

NAPFA Start Date

January 23, 2006


This Office

19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (650) 949-0775