Lantz Martin Email & Phone Number
Director of Financial Planning @ NestEggs Retirement Plan Services, Inc.
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Lantz Martin Location
- Tampa, FL, US
Lantz Martin Work
- Director of Financial Planning @ (April 2024 - Present)
- Assistant Vice President - Wealth Advisor @ (August 2021 - April 2024)
- Wealth Advisor @ (July 2019 - August 2021)
- Lead Advisor @ (January 2018 - June 2019)
- Associate Wealth Management Advisor @ (May 2015 - December 2017)
- Associate Financial Representative @ (January 2015 - April 2015)
- Financial Representative Intern @ (June 2013 - December 2014)
Lantz Martin Education
- University of Florida
Bachelor's Degree (Finance, General)
2010-2014 - H.B. Plant High School
High School
2006-2010
Lantz Martin Skills
- Certified Financial Planner
- Entrepreneurship
- Finance
- Financial Planning
- Retirement Plan Consulting
- Retirement Planning
- Tax Planning
- Wealth Management Services
Lantz Martin Summary
- Lantz Martin, based in Tampa, FL, US, is currently a Director of Financial Planning at NestEggs Retirement Plan Services, Inc.. Lantz Martin brings experience from previous roles at BT Wealth Advisors and Northwestern Mutual. Lantz Martin holds a 2010 - 2014 Bachelor's Degree in Finance, General @ University of Florida. With a robust skill set that includes Certified Financial Planner, Entrepreneurship, Finance, Financial Planning, Retirement Plan Consulting and more. Lantz Martin has 1 emails and 2 mobile phone numbers on RocketReach.
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