Roxanne Martens (CFP®)

Roxanne Martens focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Roxanne Martens is a CERTIFIED FINANCIAL PLANNERTM professional and serves as a Financial Advisor at CGN Advisors, LLC. In addition to achieving the requirements for certification as a CFP® practitioner, Roxanne is a NAPFA-Registered Financial Advisor.

Roxanne enjoys taking a holistic approach to her client’s finances, weaving all the pieces together to create a financial plan to achieve life goals. Often, clients are looking for advice and understanding in their journey to financial success. While this looks different for everyone, Roxanne thrives in walking alongside her clients by helping them make educated decisions with confidence. She specializes in comprehensive financial planning for young professionals, as well as focus areas in retirement planning, education planning, risk management, investment planning, cash flow planning, and retirement plan services.

Prior to joining CGN Advisors, Roxanne was the Director of Undergraduate Programs and an Instructor in the Personal Financial Planning program at Kansas State University. While at K-State, Roxanne taught many of the courses within the CFP® Board Registered Program. She also spent time serving as an academic advisor, as the faculty advisor for the Financial Planning Challenge student teams, and gave invited presentations as a Presidential Lecture Series lecturer. Roxanne has also served on the Board of Directors for the Financial Planning Association of Greater Kansas City. Roxanne holds both her bachelor's and master's degrees from Kansas State University.

Roxanne and her husband, John, were married in July of 2010, have a four-year-old son, Johnny, and a golden retriever, Ralph. Roxanne and her family enjoy living life outdoors, especially in the warm months – aka boating season. The Martens are also actively involved in their church community at Rock Hills Church in Manhattan.

NAPFA Start Date

March 26, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit