G. Martin Poole (ADPA, CFP®, RFC)
G. Martin Poole focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
I joined HFH Planning Inc. as a Financial Strategist in March 2009 because I wanted to work with individuals of all levels of wealth, and at the same time, provide conflict free advice by charging for services on a fee only basis. I have worked with individuals of extreme wealth, but decided I wanted to leverage that knowledge and experience and work with people where I felt I could have the greater impact.
Previously I was a Wealth Management Product Specialist at Citigroup’s Family Office Group working with Citi Smith Barney financial advisors to pinpoint additional wealth management services to benefit their clients. I spent seven years at US Trust where I advised individuals and families on the management of their assets, building on 12 years’ experience in a similar position at the Private Bank at Chase Manhattan (now JP Morgan Chase).
Additional Information
I believe that everyone can benefit from more knowledge about managing their finances, but not everyone can easily access such information. I use my expertise to benefit others through participation in volunteer financial literacy programs: I participate in City Harvest’s Saving Smart Spending Smart Program and am a Personal Financial Counselor for MHN Government Services where I provide financial counseling and education to military servicemembers and their families.
NAPFA Start Date
August 31, 2010
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