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“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important."
Martin specializes in comprehensive fee-based financial planning with Sagemark Consulting – Lincoln Financial Advisors. Martin brings over 18 years of experience educating affluent individuals, families and business owners about unique and innovative strategies that can help grow, protect and preserve the wealth they have worked hard to accumulate.
Martin specializes in working with clients who have already done some past planning with other advisors. By reviewing and coordinating work that that may have been done at different times by different advisors, Martin can often identify missed opportunities and coordination gaps, and educate clients about new planning techniques and opportunities.
Martin is often consulted by attorneys, CPAs and investment management professionals to provide wealth preserving planning ideas for their clients.
Martin is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). He is a member of the Adjunct Faculty in the Graduate School of Business at Golden Gate University in San Francisco. He is also an active member of the Diablo Valley Estate Planning Council. Martin is also a member of Sagemark Consulting’s prestigious Resource Group.
As a Director of Planning, Tom Christensen, CFP®, works with planners to build a clear understanding of the issues involved as well as the possible solutions available. In this role, Tom reviews case information, debriefs with planners, helps analyze data, works with the Planning Department staff to coordinate plan construction, develops and refines possible plan recommendations, and works with planners to position the plan presentation for effective implementation. Tom must ensure that the plan deliverables are complete, accurate, suitable, and compliant while maintaining our high-quality standards. Tom is also responsible for the training and support of financial planning software used. In addition, Tom maintains a private practice with selected clients providing financial planning, insurance, and investment expertise.
In January 2007, Tom relocated to the San Ramon, California office to serve as a Director of Planning. Tom has held this role since the inception of the Financial Planning Department in the Portland, Oregon Lincoln office in 1997. Prior to that time, he provided technical and insurance product support for the firm. Tom joined Lincoln in 1991 immediately after graduation from Portland State University with Bachelor of Science degrees in both Business and Economics. Tom completed his CFP® certification in 2002 and his CRPC® designation in 2008.
Tom has three young children. His interests include skiing, basketball, strategy gaming, model railroading, reading, coaching youth athletics, and playing with his children.