Charles E Martin, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

Chuck Martin joined Northwestern Mutual in 1983.  Chuck earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, administered by the CFP Board,  and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College. Chuck has also earned his Chartered Advisor for Senior Living (CASL).

Chuck Martin uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement and asset allocation needs. He will help you identify both short and longer-term goals for you and your family. Chuck will then help you develop a comprehensive plan that addresses a wide spectrum of needs, including:

  • Asset Allocation
  • Disability Income
  • Education Funding
  • Estate Planning
  • Long-Term Care
  • Retirement Planning
  • Survivor Income

Chuck Martin’s mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. He will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

Education

Chuck recived his Bachelor of Science in Accounting from Clarkson University in Postdam NY in 1982

Awards and Recognition

  • Million Dollar Round Table Qualifying Member since 2000
    • Life Member since 2010
    • Court of the Table Qualifying Member since 2010
  • National Quality Award for 30 consecutive years since 1983

Associations and Memberships

Chuck Martin´s industry affiliations include the Society of Financial Service Professionals, The Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA).

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck