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).

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

Wealth Management Advisor

 

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