Craig Martin

Craig Martin began his career in the financial planning industry in 1976 at the New York Life Insurance Company. In response to client demands, Craig moved into the security sales business five years later. By 1990 Craig gave up his license to sell securities because he preferred to work in the best interest of the client, not investment product companies. Because Craig agreed to a fiduciary contract with his clients, he was now free to utilize what he truly felt were the best, most academically evidenced investment solutions for his client. Craig has served as a board member for the National Association of Insurance and Financial Planners, and he is a member of the Financial Planning Association.

Experience

President : The Family Wealth Consulting Group - [1976-10 to Current]
Financial Planner

President : The Family Wealth Consulting Group - [1976-10 to 2014-10]

President : The Family Wealth Consulting Group - [1976-10 to 2014-10]
Craig Martin, Master of Science of Financial Services (MSFS), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), is founder and president of The Family Wealth Consulting Group for 38 years Angel and due diligence activities: • He constantly performs DD on a large angel investment deal flow for his clients • Active in the Silicon Valley angel community • Active membership Keiretsu Forum, since 2005. • Co-authored the original version of the Keiretsu DD Handbook • Participated as member or DD team lead in over 25 due diligence teams • Invested in 19 start-ups as an angel investor as of October 2014 • Led many classes on due diligence to introduce entrepreneurs to the process of getting angel funding for their start-up business • Leads DD Teams paid by stock options which are termed as “Paid Experts on a Professional DD Team”

Education

Master of Science of Financial Services, Financial Planning : The American College - [1989 to 1987]