Kevin B. Martin,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin B. Martin, CFP®

EA

Oak Peak Financial

425 Sherman Avenue, Suite 330
Palo Alto, CA 94306
(650) 434-6600

General

Kevin Martin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oak Peak Financial in Palo Alto, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®, EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Personal Taxes

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Helpful Financial Planning Resources