Specialties
About Me
With over 10 years of experience in the financial services industry, I am a CERTIFIED FINANCIAL PLANNER®, RICP® and hold an MBA, specializing in helping retirees and pre-retirees achieve their financial goals.
As an advisor with an independent Registered Investment Advisory (RIA) firm, I provide holistic financial planning that encompasses wealth management, risk management, protection planning, tax strategies, and estate planning. My approach is client-centered and collaborative, ensuring that every aspect of my clients' financial lives is considered. I am dedicated to empowering individuals with the knowledge and strategies needed for a confident, comfortable retirement. Outside of my professional life, I enjoy playing golf, watching sports, and spending quality time with my family.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, MBA, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Martinsen Wealth Management, LLC (“Martinsen Wealth”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.