Raymond James

Submitted by on Sep 29, 2015

Frank B. Martin CFP ®, AIF®

CERTIFIED FINANCIAL PLANNER ™

ACCREDITED INVESTMENT FIDUCIARY ®

Vice President, Investments

Raymond James

Today’s financial conditions require planning that incorporates a holistic approach, one based on trust and integrity. This process considers an individual’s entire financial picture, not just one aspect, providing a focus that puts the client’s goals and interests above all else. My belief and focus over the past 12 years, is to provide this level of service for the individuals, business owners and professionals that are my clients, enabling them to navigate the major financial decisions that come with life.

Frank earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2007. This designation required extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as compliance with the CFP Board’s Standards of Professional Conduct. which are rigorously enforced. As a CFP® professional, I am required to uphold my certification through continuing education. In fact, the CFP® certification is the most recognized in the industry for personal financial planning. As you think about your financial future, please bear in mind that only 20% of all financial advisors in the industry claim this distinction.

Frank recently earned the Accredited Investment Fiduciary® Designation. This designation is recognized by the Center of Fiduciary Studies™ and to receive this designation one must demonstrate a thorough understanding of the fiduciary standard of care through a process of education and examination. To maintain this designation, ongoing continuing education is required to keep up to date with the changes in the industry and the ongoing evolution of legal requirements under the fiduciary standard. Additionally adherence is required to the principles and obligations in the Designee Code of Ethics.

Frank and Sheila happily married 29 years ago and have two grown boys, Joshua and Jacob. Frank believes that giving back to his community is very important and is an active member/board member of the Panama City Rotary Club and functions as the Membership Coordinator for the club. He also serves on the Board of Directors of the Bay County Chamber of Commerce. As education is another very important issue to Frank, he supports this through service as the treasurer of the Haney Education Foundation, which provides scholarships for Haney students.

Frank enjoys the outdoors and spending time with his family with activities that usually involve water and sun in some fashion!

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Raymond JamesRaymond James
Raymond JamesRaymond James

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