Martin Shields (AIF®, CFP®)
Martin Shields focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Real Estate Investments
Planning Specialties
Martin specializes in working with small business owners, executives, families and physicians in financial planning, investment management and Personal CFO services.NAPFA Start Date
June 30, 2022