CoverProfile

Craig Martin

Founder and President

Family Wealth Consulting Group

United States, California, San Francisco

About Me

Craig Martin is the founder and president of a financial planning firm called The Family Wealth Consulting Group (FWCG) in the heart of the Silicon Valley. Mr. Martin graduated with a Master of Science in Financial Services Degree (MSFS). He has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations in addition to the Certified Financial Planner (CFP ®) mark. Over the last 40 years he has earned a reputation of using this extensive education, with white-glove personalized service, assisting the firm’s high net worth clients to coordinate sophisticated and personalized estate and income tax planning
View more

Profile Information

Founder and President

Family Wealth Consulting Group

Investment Team

Investor

Multi-Family Office

San Francisco

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Peggy Martin
Financial Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial