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Rick Martin, Cfp® is listed as Senior Financial Planner at Szarka Financial, a company with 14 employees, based in North Olmsted, Ohio, United States. AeroLeads shows a work email signal at szarkafinancial.com and a matched LinkedIn profile for Rick Martin, Cfp®.
Rick Martin, Cfp® previously worked as Financial Planner at Plax & Associates and Financial Planner at Lincoln Financial Advisors. Rick Martin, Cfp® holds Bba, Quantitative Methods from Ohio University.
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AeroLeads found 1 current-domain work email signal for Rick Martin, Cfp®. Compare company email patterns before reaching out.
My mission is to help individuals and couples retire successfully. To achieve their financial goals, they need to make sound informed decisions about their future. Investing assets with a long-term plan is how I help my clients achieve their goals.I work collaboratively with clients to help them identify their long-term financial goals and develop a plan to balance those goals with the minimum investment risk they may need in order to accomplish them. I use an objective process that projects the potential impact of inflation, healthcare and taxes. I then help manage assets, balancing risk vs. long-term goals.A cancer survivor, I know how important it is to consider unanticipated emergencies, such as the loss of a job, premature death, major health issue, or long-term disability in order to develop contingency plans.Let me help you achieve your financial goals.29691 Lorain Road | North Olmsted, OH 44070 | 440-779-1430 | www.szarkafinancial.com
Listed skills include Financial Planning, Estate Planning, Risk Management, Fee Based Asset Manager, and 5 others.
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North Olmsted, OH
As a CFP®, Rick takes a holistic approach with his clients. He believes that investment assets are the foundation of the retirement plan, but there are so many other factors that come into play during people’s lives. He believes that flexibility is key to a successful retirement plan.
Other employees you can reach at szarkafinancial.com. View company contacts for 14 employees →
Debra Szarka
Colleague at Szarka FinancialNorth Olmsted, Ohio, United States, United States
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Les Szarka, Cfp®, Chfc®
Colleague at Szarka FinancialNorth Olmsted, Ohio, United States, United States
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AH
Adrienne Heidecker
Colleague at Szarka FinancialColumbia Station, Ohio, United States, United States
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AM
Alex Menassa, Jd, Mt, Cpa
Colleague at Szarka FinancialNorth Olmsted, Ohio, United States, United States
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AS
Alex Szarka
Colleague at Szarka FinancialGreater Cleveland, United States
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AH
Adrienne Heidecker
Colleague at Szarka FinancialColumbia Station, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Rick Martin, Cfp® works for Szarka Financial.
Rick Martin, Cfp® is listed as Senior Financial Planner at Szarka Financial.
AeroLeads has found 1 work email signal at @szarkafinancial.com for Rick Martin, Cfp® at Szarka Financial.
Rick Martin, Cfp® is based in North Olmsted, Ohio, United States while working with Szarka Financial.
Rick Martin, Cfp® has worked for Szarka Financial, Plax & Associates, Lincoln Financial Advisors, Cole Managed Vision, and Progressive Insurance.
Rick Martin, Cfp®'s colleagues at Szarka Financial include Debra Szarka, Les Szarka, Cfp®, Chfc®, Adrienne Heidecker, Alex Menassa, Jd, Mt, Cpa, and Alex Szarka.
You can use AeroLeads to view verified contact signals for Rick Martin, Cfp® at Szarka Financial, including work email, phone, and LinkedIn data when available.
Rick Martin, Cfp® holds Bba, Quantitative Methods from Ohio University.
Rick Martin, Cfp® is listed with skills including Financial Planning, Estate Planning, Risk Management, Fee Based Asset Manager, Retirement Planning, Retirement Income Strategies, Social Security Strategies, and Social Security.
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