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Phone: (727) 600-8022
Fax: (888) 809-7860


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Rich Martin

Financial Advisor

Mr. Martin works with clients to bridge the divide between protecting their current assets and in planning for future financial needs. His philosophy is to provide a complete and holistic approach to meeting these financial needs by incorporating many resources including insurance and financial -planning.

Mr. 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. It was during this experience that Rich gained his leadership skills and continued to apply the self discipline and commitment to learning and public service that has been the foundation of his approach to business.

He believes strongly in the importance of developing long-term relationships with his customers and prides himself on the ability to communicate complex insurance and financial planning concepts. His goal is to take the uncertainty out of the financial planning process, to offer an array of products, and to provide excellent service to his clients.

Education/Certifications