Atkinson - Martin Team
Armand Atkinson, CFP® CIMA® MPAS® MS-PFP
CERTIFIED FINANCIAL PLANNER™, Financial Advisor
Rich Martin, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ , Financial Advisor
The Atkinson – Martin Team works with clients to bridge the divide between protecting their current assets and in planning for future financial needs. Their philosophy is to provide a complete and holistic approach to meeting these financial needs by incorporating many resources including insurance and financial planning.
The Team believes strongly in the importance of developing long-term relationships with their customers and pride themselves in their ability to communicate complex insurance and financial planning concepts. In addition, they trust in a systematic approach to money management and the importance of having a detailed process that is based on a foundation of intellectual rigor and discipline.
The Team’s goal is to take the uncertainty out of the financial planning process, to offer an array of products, and to provide excellent service to their clients.
Armand Atkinson has more than nine years of professional investment management experience. He holds a Master’s of Science Degree in Personal Financial Planning. He also holds the CIMA® designation through the Wharton School at the University of Pennsylvania, and is a CERTIFIED FINANCIAL PLANNER™.
Rich Martin completed his B.S. in Business at the University of Tampa in 1992, followed by an MBA from the Keller Graduate School of Management (DeVry University) in 2003 and in November of 2011, he became a CERTIFIED FINANCIAL PLANNER™. Rich served with distinction in the U.S. Army, both as an enlisted member (Helicopter Mechanic), and as an officer in the Signal Corps, serving two tours in the Balkans and overseas assignments in Germany.
Areas of Focus
Atkinson – Martin clients are provided with a range of comprehensive solutions that can help them meet their specific financial goals, such as:
- Financial Planning
- Investment/Wealth Planning
- Insurance – Life, Disability, Long-Term Care
- Retirement Planning Strategies
- College & Education Planning