Broker Check
Richard E. Martin, CLU, ChFC

Richard E. Martin, CLU, ChFC

Registered Representative

Rich joined the financial services industry in 1993. He spent the next 7 years learning the industry as a wholesaler of life, disability, and group insurance. Over that period he earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.

In March of 2000 Rich made the jump to the client facing side of the industry and has loved every minute! One of his great joys was building his practice alongside his father Jim. In 2015 Jim retired and Rich assumed helping Jim's clients into his practice.

Rich's focus is on educating clients on the "big picture" elements of planning. According to Rich "The fundamentals of investing don't change, but the flow of distractions in our daily life take our eye off of planning for the future". Rich feels like a partner in families process of planning for retirement and protecting their assets along the way.

When not in the office Rich keeps busy with his 4 children, bicycling, and a long list of other hobbies.