PROFESSIONAL BACKGROUND

Martin Battock CLU® is a Financial Planner with almost 40 years of experience. He has frequently been invited to give economic updates and speak on wealth management topics at a variety of events and organizations. He applies the investment philosophy based on the 1990 Nobel Prize-winning strategy by Harry Markowitz, which has served his clients through all the economic cycles of the past 23 years.

He holds FINRA Series 6, 7, 24, 26, and 63 registrations and is Life, Accident and Health licensed.  He also earned the Chartered Life Underwriter (CLU) designation.  Marty has served on many boards, including the Impact Spending Committee for the United Way.

Away from the office Marty enjoys what he calls the Three Gs:  gym, golf, and grandchildren.

CRN202408-761142