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
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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.