Sean Martin, Financial Advisor located in Charlotte, NC

Financial Advisor
Sean V Martin

CFP®, CEPA®, AAMS®
10715 Sikes Pl Suite 110, Charlotte, NC 28277opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • College Savings
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Skiing
  • Spending Time with Family

Team Members

  • Melissa Talley
    Sr. Branch Office Administrator
  • Ashleigh Hall
    Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 544-5055

Fax

(877) 359-5729

Office Address

10715 Sikes Pl Suite 110
Charlotte, NC 28277opens in a new window

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