CoverProfile

Martin McClellan

Managing Partner

Legacy Wealth Planning LLC

United States, Nevada, Reno

About Me

Raised in Reno from age 10, Martin earned his Bachelors in Business Administration from UNR in 1987. In 1989 Dean Witter Financial invited him to become a Financial Advisor. Partnering with his father, Dale (1935-2000) in 1996, they built a practice based upon doing the right things for their clients and focusing upon a client’s specific financial needs. With an efficient financial planning model focused upon client service, asset allocation and client risk assessment in 2006, Martin, along with three of his established and veteran partners, opened Legacy Wealth Planning. Martin frequently shares that this was, “one of my top five life’s decisions I had ever made”.

Profile Information

Managing Partner

Legacy Wealth Planning LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Reno

Nevada

United States

May 15, 2024

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