Don Martini Email & Phone Number
Independent Consultant @ Origin
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Don Martini Location
- San Francisco, CA, US
Don Martini Work
- Independent Consultant @ (June 2021 - Present)
- Owner and Financial Planner @ Envision Financial Planning (January 2019 - Present)
- Financial Planner @ (January 2014 - September 2016)
- Associate Financial Planner @ Vita Vie Financial Planning (January 2011 - January 2011)
- Director of Finance @ Sequoia Contract Works, Ltd. (January 2005 - January 2010)
- Financial Consultant @ (January 2004 - January 2005)
- Manager of Financial Planning and Analysis @ PLM International Inc. (January 2000 - January 2003)
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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