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Martin Levine

Chief Financial Officer, Chief Marketing Officer

4Thought Financial Group

United States, New York, Syosset

About Me

Martin is the Chief Marketing Officer and a shareholder of 4Thought Financial Group. In addition to his corporate managerial role, Martin specializes in holistic financial planning by coordinating all aspects of a client’s financial life. His comprehensive approach enables him to coordinate the clients’ other advisors without duplicating their efforts and wear the hat of the client’s “macro manager”. This holistic approach prevents important details from falling through the cracks. His tax and accounting background enables him to talk the same language with the CPA as well as other advisors on behalf of the client. Martin started his career with Cigna Financial Advisors, which was the succes
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Profile Information

Chief Financial Officer, Chief Marketing Officer

4Thought Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Syosset

New York

United States

May 28, 2024

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