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David Martin, CFP
Investment Adviser Representative
OFFICE: (860)721-6110

MOBILE: (860)324-7061

FAX: (860)721-6113


SERVICE AREA:
Connecticut, Florida
OFFICE LOCATION
1086 Elm Street, Suite 102
Rocky Hill, CT 06067


HOURS
Monday through Friday 8am-5pm, or by appointment. Saturday 10am-2pm.
CONNECT WITH ME:
Welcome

I am exclusively registered with Royal Fund Management as a FEE ONLY Investment Advisor Representative (IAR). Our firm manages our client's assets for a fee only and receive no commissions.   As a CFP since 1989, I am held to a high fiduciary standard and obligated along with our firm, Royal Fund Management, to act in the best interests of our clients.

As an IAR, I am compensated by way of a management fee only.  The amount of this fee is a percentage of the total amount of assets that are managed.  As a CFP and IAR, I may charge an hour fee or flat rate fee for comprehensive financial planning.

As a Certified Financial Planner and IAR, I have a fiduciary relationship with our clients.  Fiduciaries must put the interests of their clients first and are required to act in good faith from an ethical and legal perspective.  As a fiduciary, I vow to do my best to ensure that the advice we provide is ethical, accurate and complete.  In fairness to the investment community we will communicate and disclose any conflicts of interests our engagement may impose.

Areas of Focus

Investment planning

401K investment advisory service

Fee-based retirement planning

Retirement planning

Life insurance planning

College planning

Income planning

Tax planning

Estate planning

 

Interests & Community Participation

I am married for 28 years to Leslie and have two daughters, Julia and Amelia and two dogs, Casper and Colby.

Each year we participate in back pack day to give back to the community of Hartford, offering 100 back packs to elementary school children and encourage them to stay in school and attend college.

My hobbies include jogging, tennis and golf. Believe it or not, I am now learning how to cook and actually loving it!

Experience

I have been in the financial services industry since 1982, getting registered with my Series 6, 63, 7 and 24 in the 1980s.  I became a CFP in 1989 and I am registered with my Series 65 license.

I received my life, accident and health and  annuity licenses in CT in 1982.

 

 

 

Education

University of Connecticut BA in 1981

LUTCF Designation 1985

Certified Financial Planning Designation 1989

Associations

Financial Planning Association

National Association of College Admissions Counselors

Royal Fund Management Office
MARKETWATCH
REQUEST CONTACT

Yes, I would like David Martin to contact me.

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By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.