Frank Martin, MBA, CFP®, CPFA
Frank Martin began his career in the financial services industry in 2004. As a Financial Consultant Frank helps individuals and businesses create personalized financial plans, develop investment strategies, and manage their portfolios. Prior to joining Mission Investment Services located at Notre Dame Federal Credit Union, Frank spent 18 years at Merrill Lynch.
Frank earned his bachelor’s degree from Illinois Institute of Technology in 1989 and his MBA from the University of Notre Dame in 1997. He holds the Certified Financial Planner (CFP®) designation and the Certified Plan Fiduciary Advisor (CPFA), along with the series 7 and 66 securities licenses and life insurance license, which are held at LPL Financial. He is committed to continuing education and staying up to date with the latest developments in the financial industry.
Investing can be complex and requires an understanding of financial markets, investment vehicles and risk management strategies. As a Financial Consultant, Frank helps clients make informed decisions about their money. He’ll create a customized financial plan based on your goals and needs and help you manage risk by creating a diversified portfolio that aligns your goals and risk tolerance. Working with Frank can provide confidence and help you stay focused while managing impulsive decisions.