Martha S. Kern, Msfs, Cfp®, Chfc®

Martha S. Kern, Msfs, Cfp®, Chfc® Email and Phone Number

Chief Operations Officer @ Plan First Wealth
Gainesville, FL, US
Martha S. Kern, Msfs, Cfp®, Chfc®'s Location
Gainesville, Florida, United States, United States
Martha S. Kern, Msfs, Cfp®, Chfc®'s Contact Details

Martha S. Kern, Msfs, Cfp®, Chfc® work email

Martha S. Kern, Msfs, Cfp®, Chfc® personal email

n/a
About Martha S. Kern, Msfs, Cfp®, Chfc®

Plan First Wealth LLC is a Registered Investment Advisor (RIA) exclusively serving fellow British expatriates living across America - be that permanently or temporarily - as a citizen, Green Card holder or on a visa.

Martha S. Kern, Msfs, Cfp®, Chfc®'s Current Company Details
Plan First Wealth

Plan First Wealth

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Chief Operations Officer
Gainesville, FL, US
Martha S. Kern, Msfs, Cfp®, Chfc® Work Experience Details
  • Plan First Wealth
    Chief Operations Officer
    Plan First Wealth
    Gainesville, Fl, Us
    View
  • Plan First Wealth
    Chief Operations Officer
    Plan First Wealth Jan 2023 - Present
    Greenwich, Connecticut , Us
    View
  • Plan First Wealth
    Chief Compliance Officer
    Plan First Wealth Feb 2021 - Present
    Greenwich, Connecticut , Us
    View
  • Plan First Wealth
    Director Of Financial Planning
    Plan First Wealth Feb 2020 - Jan 2023
    Greenwich, Connecticut , Us
    View
  • Plan First Wealth
    Director Of Client Operations
    Plan First Wealth Mar 2019 - Feb 2020
    Greenwich, Connecticut , Us
    View
  • Plan First Wealth
    Associate Planner
    Plan First Wealth Jan 2019 - Mar 2019
    Greenwich, Connecticut , Us
    PFW is a Registered Investment Advisor (RIA) exclusively serving fellow British expatriates living across America - be that permanently or temporarily - as a citizen, Green Card holder or on a visa.
    View
  • Nylife Securities Llc
    Financial Service Professional
    Nylife Securities Llc Nov 2004 - Jan 2019
    I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • New York Life Insurance Company
    Licensed Agent
    New York Life Insurance Company Aug 2004 - Jan 2019
    New York, New York, Us
    I am an Agent licensed to sell insurance through New York Life Insurance Company.
    View

Martha S. Kern, Msfs, Cfp®, Chfc® Skills

Estate Planning Insurance Key Person Protection Protection Planning/family Security Retirement Planning 401 Rollovers Investments Small Business Financial Planning

Martha S. Kern, Msfs, Cfp®, Chfc® Education Details

  • University Of Virginia
    University Of Virginia
    Physics & Cognitive Science
  • The American College
    The American College
    Financial Services

Frequently Asked Questions about Martha S. Kern, Msfs, Cfp®, Chfc®

What company does Martha S. Kern, Msfs, Cfp®, Chfc® work for?

Martha S. Kern, Msfs, Cfp®, Chfc® works for Plan First Wealth

What is Martha S. Kern, Msfs, Cfp®, Chfc®'s role at the current company?

Martha S. Kern, Msfs, Cfp®, Chfc®'s current role is Chief Operations Officer.

What is Martha S. Kern, Msfs, Cfp®, Chfc®'s email address?

Martha S. Kern, Msfs, Cfp®, Chfc®'s email address is ms****@****ife.com

What is Martha S. Kern, Msfs, Cfp®, Chfc®'s direct phone number?

Martha S. Kern, Msfs, Cfp®, Chfc®'s direct phone number is +135222*****

What schools did Martha S. Kern, Msfs, Cfp®, Chfc® attend?

Martha S. Kern, Msfs, Cfp®, Chfc® attended University Of Virginia, The American College.

What are some of Martha S. Kern, Msfs, Cfp®, Chfc®'s interests?

Martha S. Kern, Msfs, Cfp®, Chfc® has interest in Cooking, Animal Rescue And Welfare, Cycling.

What skills is Martha S. Kern, Msfs, Cfp®, Chfc® known for?

Martha S. Kern, Msfs, Cfp®, Chfc® has skills like Estate Planning, Insurance, Key Person Protection, Protection Planning/family Security, Retirement Planning, 401 Rollovers, Investments, Small Business, Financial Planning.

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