Christopher J. Martin, CFP® is the newest addition to our team, joining us in 2021 as Director of Financial Planning. Chris is responsible for portfolio management and designing and implementing financial plans for new and existing clients.
Chris's experience in the financial services industry spans over 17 years, having spent 6 years with Merrill Lynch as both a Financial Advisor and a Registered Client Associate, 10 years as a Financial Advisor at MetLife, and one year as a Long-Term Care Insurance Consultant at The Hartford.
Chris earned his Certified Financial Planner (CFP®) designation in 2014 and holds his Series 7, 66, 6, and 63 licenses. He graduated from Penn State University with a degree in Business with a Financial Services Option.
Chris currently lives in Phoenixville with his wife, Kathryn, and their three children. He enjoys coaching his children’s sports teams, golfing, collecting music, and playing the guitar. He is also an avid Penn State Football fan and roots for all of the major sports teams in Philadelphia.