Independent Certified Financial Planner Near San Jose, CA

Independent Certified Financial Planner Near San Jose, CA2017-01-10T23:32:44+00:00

Don Martin, CFP® is an independent Certified Financial Planner near San Jose, CA. He founded the company in 1993 in Los Altos, only ten miles from San Jose. The company was founded to provide an independent way for clients to obtain real estate financing without using gigantic oligopolistic lenders. In 2004 Don Martin became a CFP® and in 2005 ended the financing services so as to focus exclusively on serving clients as an independent Certified Financial Planner and independent investment adviser. The firm is a fee-only financial firm and is a member of NAPFA.

Avoid these 401K Mistakes!