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

Lee S. Martin, CFP®

Trueretirement

400 112th Ave NE, Suite 200
Bellevue, WA 98004

Trueretirement

200 112th Ave NE, Ste 205
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
(800) 303-1856
(425) 283-1300

General

Lee Martin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trueretirement in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Sudden Wealth

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Helpful Financial Planning Resources