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Active angel investor, Certified Financial Planner, Chartered Financial Consultant. Craig has served as a board member for the National Association of Insurance and Financial Planners, and he is a member of the Financial
He has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations in addition to the Certified Financial Planner (CFP ®) mark. Over the last 40 years he has earned a reputation of using this extensive education, with white-glove personalized service, assisting the firm’s high net worth clients to coordinate sophisticated and personalized estate and income tax planning with investments and cash flow.
Martin is the founder and manager of the Family Wealth Consulting Group Opportunity Fund, LLP, which is uniquely dedicated to alternative investments. The firm’s clients are able to make individual choices to invest in selected alternatives enhancing the risk management of their core, risk-managed portfolio.
Specialties: - Risk-managed portfolios, which offer clients more spendable money in their retirement years - Estate planning - Fund and portfolio analysis - Business Planning - Alternative Income Investments - Employer-sponsored qualified plans, such as 401(k), Cash Benefit, etc.
This instructor and the courses are brought in collaboration with