Professional
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.
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 joined the Northwestern Mutual Financial Network in 1983. He received his Certification in Long-Term Care (CLTC) from The Corporation for Long-Term Care Certification, Inc. 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.
Education
- Bachelor of Science in Accounting from Clarkson University, Potsdam N.Y.
Awards and Recognition
- Million Dollar Round Table Qualifying Member: 2000-2003, 2005-2009
- National Quality Award: 1985-1993, 1996, 2000-2008
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).
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