Craig L. Martin,  CFP<sup>&reg;</sup> - Financial Advisor

Craig L. Martin, CFP®

MSFS, CLU, ChF

Financial Planner

The Family Wealth Consulting Group

99 So Almdaden Blvd, Suite #600
San Jose, CA 95113
FINANCIAL ADVISOR'S WEBSITE
(408) 453-2222

General

Craig Martin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Family Wealth Consulting Group in San Jose, CA and the surrounding communities.

Financial Advisor Overview

Mr. Martin has a Master of Science of Financial Services degree from the American College, Bryn Mawr, PA. He specializes in taxation, including income, estate and corporate tax planning. He has received specific undergraduate training in various specialties of financial planning to earn the Chartered Life Underwriter and Chartered Financial Consultant designations. Since 1976, Mr. Martin has been a leader in the coordination of the tax and economic benefits between business owners or executives and their personal financial planning. Currently, Craig is teaching classes at University of California at Berkely to other financial planners. He continues to lead public, private and corporate seminars throughout the Bay Area. Mr. Martin is serving on the Endowment Development Committee at the San Jose Metropolitan YMCA. Craig is past president of the San Jose Chapter of the American Society of CLU/ChFC and has served as a board member of the Silicon Valley Planned Giving Council and the National Association of Life Underwriters. He is also a member of the Santa Clara Estate Planning Council and the International Association for Financial Planning.

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Financial Advisor Experience

Mr. Martin offers his services as a fee only financial consultant. The only products used are no load investments and specially designed, non commission insurance contracts. This removes any possible conflict of interest that would exist with a "commission" agent. Craig has your concerns during the planning process.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, CDFA, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources