Don Martini (CFA, CFP®)

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

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

My Mission

My mission is to empower busy professionals and their families to achieve their future financial vision. I help clients overcome confusion around financial decisions so they have the confidence and freedom to pursue their financial goals.

My Services

  • Comprehensive Financial Plan
  • Comprehensive Financial Planning with Ongoing Support
  • Comprehensive Financial Planning and Investment Management with Ongoing Support

How Can I Help You Put It All Together?

We take a holistic approach to financial planning, coordinating all areas of your life, such as your goals, values and priorities to build a customized and comprehensive financial plan.

Planning Areas:

  • Personal budgeting and cash flow
  • Retirement Planning
  • Investments
  • Risk Management
  • Estate Planning

Additional Information


I have a Master of Business Administration in Finance. I completed the Personal Financial Planning Certification Program at University of California Berkeley Extension Program. I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) certification.

NAPFA Start Date

February 14, 2019


This Office

By Appointment Only San Francisco, CA 94118-2635 Phone: (415) 710-9251