Don Martini, Cfa, Cfp®

Don Martini, Cfa, Cfp® Email and Phone Number

Fee-Only Comprehensive Financial Planning | Envision Financial Planning @
Don Martini, Cfa, Cfp®'s Location
San Francisco, California, United States, United States
Don Martini, Cfa, Cfp®'s Contact Details

Don Martini, Cfa, Cfp® work email

Don Martini, Cfa, Cfp® personal email

Don Martini, Cfa, Cfp® phone numbers

About Don Martini, Cfa, Cfp®

I recognize the importance of integrating personal financial decisions with quality of life issues as we pass through our life stages. Your vision of a retirement lifestyle needs to have a plan that meets your expectations and adjusts to obstacles that you will encounter along the way. I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving their life goals based on your priorities and values. I want to become a resource, a partner, and a confidant for people working through life planning decisions. Focusing on individuals and families ages 40-65.Let’s discover your goals and dreams, and create a financial plan customized to you.How Can I Help You Put It All Together? Personal Financial Investments Retirement Planning Risk Management Estate Planning

Don Martini, Cfa, Cfp®'s Current Company Details
Envision Financial Planning

Envision Financial Planning

Fee-Only Comprehensive Financial Planning | Envision Financial Planning
Don Martini, Cfa, Cfp® Work Experience Details
  • Envision Financial Planning
    Owner And Financial Planner
    Envision Financial Planning Jan 2019 - Present
    Comprehensive personal financial planning including cash flow and debt management, retirement planning, risk management, investment analysis and estate planning,
  • Dm Planning
    Independent Consultant
    Dm Planning Mar 2017 - Dec 2018
    • Consult with clients on all aspects of financial planning to determine action plans to meet their financial needs and goals
  • Asti Financial Management, Llc
    Financial Planner
    Asti Financial Management, Llc Jan 2014 - Sep 2016
    Novato, California, Us
    Develop comprehensive financial plans with recommendations for high net worth clients:• Research, analyze, and recommend strategies related to personal finances, investment allocation, retirement planning, risk management, education, and estate planning.• Conduct data analysis to formulate financial solutions based on client objectives, preferences, and financial conditions.• Attend client meetings and work with lead advisor in the presentation of financial plan; monitor and follow through with all meeting updates and analyses..• Prepare investment analysis and make asset allocation recommends for all client investments.
    View
  • Vita Vie Financial Planning
    Associate Financial Planner
    Vita Vie Financial Planning 2011 - 2011
    Update and development of financial planning models for the firm:• Led the preparation and supported the presentation of personal financial plans.• Established new procedures to streamline client data flow to create operational efficiencies.
  • Sequoia Contract Works, Ltd.
    Director Of Finance
    Sequoia Contract Works, Ltd. 2005 - 2010
    Designed and implemented comprehensive financial and workflow processes for global start-up:• Developed financial systems to manage production and payments in multiple international locations.• Streamlined work flow procedures to maximize efficiencies in operations for final product delivery.
  • Cypress Financial Corporation
    Financial Consultant
    Cypress Financial Corporation 2004 - 2005
    Served as the financial consultant for secondary market lease purchasing company investing in transportation related assets:• Created financial models to evaluate managed asset performance, identify future performance thresholds.
  • Plm International Inc.
    Manager Of Financial Planning And Analysis
    Plm International Inc. 2000 - 2003
    Managed planning and analysis for eight private equity funds valued at $500 million.• Performed quarterly financial performance review and analysis of investment funds for Board of Directors.• Developed and managed corporate and investment fund budget for 1 and 3 year plans

Don Martini, Cfa, Cfp® Skills

Planning Finance Certification Mba San Financial Planning

Don Martini, Cfa, Cfp® Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Personal Financial Planning
  • San Francisco State University
    San Francisco State University
    Finance
  • University Of Colorado Boulder
    University Of Colorado Boulder
    Bachelor Of Arts

Frequently Asked Questions about Don Martini, Cfa, Cfp®

What company does Don Martini, Cfa, Cfp® work for?

Don Martini, Cfa, Cfp® works for Envision Financial Planning

What is Don Martini, Cfa, Cfp®'s role at the current company?

Don Martini, Cfa, Cfp®'s current role is Fee-Only Comprehensive Financial Planning | Envision Financial Planning.

What is Don Martini, Cfa, Cfp®'s email address?

Don Martini, Cfa, Cfp®'s email address is dd****@****ail.com

What is Don Martini, Cfa, Cfp®'s direct phone number?

Don Martini, Cfa, Cfp®'s direct phone number is +151052*****

What schools did Don Martini, Cfa, Cfp® attend?

Don Martini, Cfa, Cfp® attended University Of California, Berkeley, San Francisco State University, University Of Colorado Boulder.

What skills is Don Martini, Cfa, Cfp® known for?

Don Martini, Cfa, Cfp® has skills like Planning, Finance, Certification, Mba, San, Financial Planning.

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