Martin Volin, CRPC® CRPC conferred by the College for Financial Planning

Wealth Advisor

Marty grew up on Long Island in New York, and Earned his Bachelor’s degree in Education from Long Island University.

He has spent over 25 years in the financial services industry gathering experience and knowledge in different roles. For 10 years he worked as a Senior Sales Director with Smith Barney Mutual Funds and Legg Mason Asset Management, as well as 9 years as an Educational Savings Specialist for the Nebraska 529 College Savings Plans. Most recently Marty spent over 4 years with Edward Jones as a financial Advisor in the Cherry Hills area in Denver.

Marty believes it is important to remain a constant student of financial services, therefore, in 2021, he obtained the Chartered Retirement Planning Counselor, or CRPC®, designation from the College for Financial Planning.

He also holds his FINRA series 7 and 66 licenses with LPL Financial.

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