Thomas S. Martin,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas S. Martin, CFP®

CEO

Vestia Personal Wealth Advisors

9121 Illinois Rd
Fort Wayne, IN 46804-5753
(877) 669-1126

General

Thomas Martin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vestia Personal Wealth Advisors in Fort Wayne, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA

Insurance Licenses

  • Life insurance: IN,MI,OH
  • Health/disability insurance: IN,MI,OH
  • Property/casualty: IN
  • Fixed annuities: IN,MI,OH
  • Variable annuities: IN,MI,OH

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Special Needs, Personal Taxes

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