James Martin, CFP®, CRPC, MBA
Risk Management Specialist
James is a Senior Wealth Advisor leading the High Net Worth division, primarily serving business owners and senior executives. His practice focuses on Wealth Distribution and Risk Management strategies.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor (CRPC), and Certified Ethics Instructor by the CFP® Board of Standards, Inc.
James hosted the television program "Wealth Matters" on Connecticut cable systems featuring interviews with insurance, legal, and investment industry leaders. He has also made television appearances on NBC and ABC discussing financial topics.
Education
- MBA, Rensselaer Polytechnic Institute
- B.S. Finance, Bryant College
Awards & Recognition
- Original Director of the National Association of Estate Planners and Councils (NAEPC) Virtual Chapter
- Multiple awards for personal production, coaching, and leadership results
- Featured speaker to industry and public groups
- Inducted into Canton High School’s Wall of Fame (2015)
Community Involvement
- Chairperson, Town of Windsor’s Economic Development Commission
Outside the office: James resides in Windsor, Connecticut with his wife Kathleen.
*No affiliate relationship, committee member only.
