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 Services
- Comprehensive Financial Planning with Ongoing Support
- Comprehensive Financial Planning and Investment Management with Ongoing Support
How I Can Help You Put It All Together
Envision Financial Planning specializes in holistic financial planning, integrating retirement planning, investment allocation, tax planning, risk management, and estate planning.
Planning Areas:
- Retirement Planning
- Investment Allocation
- Stock Options
- Risk Management
- Estate Planning
- Personal Budgeting & Cash Flow
Additional Information
Education
I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) designation.
NAPFA Start Date
February 14, 2019