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Don Martini Location
San Francisco, CA, US
Don Martini Work
2021 -now Independent Consultant @
2019 -now Owner and Financial Planner @ Envision Financial Planning
2014 -2016 Financial Planner @
2011 -2011 Associate Financial Planner @ Vita Vie Financial Planning
2005 -2010 Director of Finance @ Sequoia Contract Works, Ltd.
2004 -2005 Financial Consultant @
2000 -2003 Manager of Financial Planning and Analysis @ PLM International Inc.
Don Martini Education
University of California, Berkeley
Certification Program (Personal Financial Planning)
2010-2012
San Francisco State University
MBA (Finance)
University of Colorado Boulder
Bachelor of Arts
Don Martini Skills
Certified Financial Planner
Wealth Management
Personal Financial Planning
Strategic Financial Planning
Retirement Planning
Investment Management
Financial Modeling
Certification
Customer Service
Project Planning
Leadership
Financial Planning
Planning
Finance
Sales
Strategic Planning
SAN
MBA
Don Martini Summary
Don Martini, based in San Francisco, CA, US, is currently a Independent Consultant at Origin. Don Martini brings experience from previous roles at Envision Financial Planning, Asti Financial Management, LLC, Vita Vie Financial Planning and Sequoia Contract Works, Ltd.. Don Martini holds a 2010 - 2012 Certification Program in Personal Financial Planning @ University of California, Berkeley. With a robust skill set that includes Certified Financial Planner, Wealth Management, Personal Financial Planning, Strategic Financial Planning, Retirement Planning and more. Don Martini has 1 emails and 2 mobile phone numbers on RocketReach.
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