Jonathan Martin, ChFC®, CFP®, RICP®CA Insurance License: #0I04761

Jonathan Martin, ChFC®, CFP®, RICP®

CA Insurance License: #0I04761

Wealth Manager, Investment Advisor Representative

Jon grew up in the Midwest in Cincinnati, Ohio before getting his B.A. at the College of Holy Cross in Worcester, Massachusetts. After graduating, Jon moved to California to pursue a year of domestic service with AmeriCorps before beginning his career in Financial Services.

Eleven years later, Jon continues to build his practice. He has been involved with leading retirement seminars at some of the top companies in the Bay Area and enjoys helping his clients create and adopt a plan to reach all their financial goals. Jon focuses on translating dense “financial mumbo jumbo” into simple words and concepts that his clients can understand and take action on.

Jon is proud to serve as a board member for the Marin nonprofit Integrated Community Services. Since 1994, ICS has built relationships that create an inclusive community for people with disabilities in Marin County. It is a cause close to Jon's heart.

In his spare time, Jon enjoys trying all the unique restaurants in the Bay Area, watching and playing every sport imaginable and spoiling his nephew/Godson/cutest kid in the world Garrett.