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
- 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
Education
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