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

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.