Timothy J. Martin CFP®, ChSNC

Past President/Board of Directors at Clarkston Area Chamber of Commerce
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Clarkston, Michigan, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Clarkston Area Chamber of Commerce
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Past President/Board of Directors
      • 2009 - Present

  • Planned Financial Services, LLC
    • Certified Financial Planner, ChSNC
      • Oct 2008 - Present

      I provide total financial needs analysis through a network of experienced professionals with expertise in:Advisory ServicesRetirement analysis and programsEstate strategiesEmployee benefit and retention servicesTrust Services I provide total financial needs analysis through a network of experienced professionals with expertise in:Advisory ServicesRetirement analysis and programsEstate strategiesEmployee benefit and retention servicesTrust Services

  • John Hancock
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Manager and Investment Advisor Representative
      • May 1998 - Oct 2008

Education

  • Hillsdale College
    B.S., Psychology
    1994 - 1998
  • Certified Financial Planner Board of Standards, Inc.
    Certified Financial Planner
    -
  • The American College
    Chartered Special Needs Consultant
    -

Community

You need to have a working account to view this content. Click here to join now