Tom Martin Email & Phone Number
Tax Preparer
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Tom Martin Location
- North Haven, CT, US
Tom Martin Work
- Tax Preparer @ Martin Tax Advisors, LLC (January 2026 - Present)
- Financial Advisor @ (April 2025 - Present)
- Financial Advisor @ (May 2025 - Present)
- Wealth Management Advisor @ Amon & Associates (March 2023 - March 2025)
- Financial Advisor @ Vaylark Financial Services (January 2021 - March 2023)
- Founder and CEO @ Clear Path Financial Planning (January 2016 - October 2019)
- Financial Advisor @ (October 2013 - November 2015)
- Founder, Chief Marketing Officer @ Netmartin (January 2003 - January 2013)
- Resource Management @ (June 2001 - January 2003)
- PN2 - Petty Officer Second Class @ (June 1995 - June 2001)
Tom Martin Skills
- Financial Planning
- Retirement Planning
- Student Financial Aid
- Investment Advisory
- 401(k) Retirement Savings Plans
- College Funding Strategies
- Investment Strategies
- Estate Planning
- Student Loans
- Debt Management
- College Savings Plans
- Financial Advisory
- Positioning
- Persian
- Insurance
- Infrastructure
- Windows
- Sales
- ACT CRM
- Finance
- Afghanistan
- Sage
- Direct Mail
- Referral Marketing
- Renewable Energy
- Management
- Adobe Illustrator
- Design
- Financial Statements
- Security
- Surface Warfare
- MySQL
- Keys
- Leadership
- PowerPoint
- Salesforce.com
- Fiduciary Services
- Consumer Education
- MS Excel
- Field Investigations
- Missile Defense
- Forecasting
- Engineers
- 401k Retirement Savings Plans
- Photography
- Adobe Photoshop
- Strategy
- Life Insurance
- Microsoft Office
- Budget Management
- Product Strategy
- Financial Goals
- Consultative Approach
- Customer Service
- Man
- Decoration
- Electrical Design
- College Education Planning
- Social Media
- Vehicles
- Cash Flow
- Participation
- Accreditation
- Project Plans
- Business Development
- Web Development
- Lead Generation
- Energy
- Customer Relationship Management
- Smartoffice
- Strategic Planning
- Employee Recognition
- LEED
- Presentation
- HTML
- Microsoft Access
- Marketing
- Social Networking
- Customer Loyalty
- Business Case
- Sales Presentations
- Income
- Project Teams
- Distribution
- Classification
- Lead Development
- Tax Planning
- History
- Reviews
- Critical Illness
- Investments
- Microsoft Dynamics
- Referrals
- Financial Services
- Wealth Management
- Relationship Building
- Sustainability
- Analytical Skill
- Agents
- Financial Analysis
- Military
- Market Analysis
- Health Insurance
- Adobe Creative Suite
- Retirement
- Deliverables
- DBMS
- 401 Retirement Savings Plans
Tom Martin Summary
- Tom Martin, based in North Haven, CT, US, is currently a Tax Preparer at Martin Tax Advisors, LLC. Tom Martin brings experience from previous roles at Cetera Investors, Martin Strategic Wealth, LLC, Amon & Associates and Vaylark Financial Services. With a robust skill set that includes Financial Planning, Retirement Planning, Student Financial Aid, Investment Advisory, 401(k) Retirement Savings Plans and more. Tom Martin has 1 emails and 1 mobile phone numbers on RocketReach.
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