AeroLeads people directory · profile
Martha S. Kern, Msfs, Cfp®, Chfc® Email & Phone Number
Chief Operations Officer
at
Plan First Wealth
1 work email found
@ft.newyorklife.com
6 phones found area 352, 757, 845, and 914
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operations Officer
Location
Gainesville, Florida, United States
Who is Martha S. Kern, Msfs, Cfp®, Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Martha S. Kern, Msfs, Cfp®, Chfc® is listed as Chief Operations Officer at Plan First Wealth, based in Gainesville, Florida, United States. AeroLeads shows a work email signal at ft.newyorklife.com, phone signal with area code 352, 757, 845, 914, and a matched LinkedIn profile for Martha S. Kern, Msfs, Cfp®, Chfc®.
Martha S. Kern, Msfs, Cfp®, Chfc® previously worked as Chief Compliance Officer at Plan First Wealth and Director of Financial Planning at Plan First Wealth. Martha S. Kern, Msfs, Cfp®, Chfc® holds Ba, Physics & Cognitive Science from University Of Virginia.
Company email context
Email format at Plan First Wealth
This section adds company-level context without repeating Martha S. Kern, Msfs, Cfp®, Chfc®'s masked contact details.
*@ft.newyorklife.com
68% confidence
AeroLeads found 1 current-domain work email signal for Martha S. Kern, Msfs, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Estate Planning, Insurance, Key Person Protection, Protection Planning/Family Security, and 5 others.
Current workplace
Martha S. Kern, Msfs, Cfp®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Martha S. Kern, Msfs, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Chief Operations Officer
Current
Jan 2023 - Present
Chief Compliance Officer
Current
Feb 2021 - Present
Director Of Financial Planning
Feb 2020 - Jan 2023
Director Of Client Operations
Mar 2019 - Feb 2020
Associate Planner
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.
Jan 2019 - Mar 2019
Financial Service Professional
Nylife Securities Llc
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Nov 2004 - Jan 2019
Licensed Agent
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Aug 2004 - Jan 2019
2 education records
Martha S. Kern, Msfs, Cfp®, Chfc® education
Ba, Physics & Cognitive Science
University Of Virginia
Masters Of Science In Financial Services, Financial Services
The American College
FAQ
Frequently asked questions about Martha S. Kern, Msfs, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
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 Plan First Wealth?
Martha S. Kern, Msfs, Cfp®, Chfc® is listed as Chief Operations Officer at Plan First Wealth.
What is Martha S. Kern, Msfs, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @ft.newyorklife.com for Martha S. Kern, Msfs, Cfp®, Chfc® at Plan First Wealth.
What is Martha S. Kern, Msfs, Cfp®, Chfc®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 352, 757, 845, 914 for Martha S. Kern, Msfs, Cfp®, Chfc® at Plan First Wealth.
Where is Martha S. Kern, Msfs, Cfp®, Chfc® based?
Martha S. Kern, Msfs, Cfp®, Chfc® is based in Gainesville, Florida, United States while working with Plan First Wealth.
What companies has Martha S. Kern, Msfs, Cfp®, Chfc® worked for?
Martha S. Kern, Msfs, Cfp®, Chfc® has worked for Plan First Wealth, Nylife Securities Llc, and New York Life Insurance Company.
How can I contact Martha S. Kern, Msfs, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Martha S. Kern, Msfs, Cfp®, Chfc® at Plan First Wealth, including work email, phone, and LinkedIn data when available.
What schools did Martha S. Kern, Msfs, Cfp®, Chfc® attend?
Martha S. Kern, Msfs, Cfp®, Chfc® holds Ba, Physics & Cognitive Science from University Of Virginia.
What skills is Martha S. Kern, Msfs, Cfp®, Chfc® known for?
Martha S. Kern, Msfs, Cfp®, Chfc® is listed with skills including Estate Planning, Insurance, Key Person Protection, Protection Planning/Family Security, Retirement Planning, 401 Rollovers, Investments, and Small Business.
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