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Michael Martin

CFP®*, CPWA®, CDFA®

Senior Advisor

    Mike is a Senior Advisor in the Bellevue, WA office who provides wealth management services to high-net-worth families and individuals including investment management, retirement planning, estate planning, income tax planning and coordination, philanthropic planning, risk management strategies, and executive compensation planning.

    Mike has nearly nine years of wealth management experience, and prior to Pathstone Mike spent three years at Cornerstone Advisors as an Associate Client Manager providing family office services to high net worth families and individuals.

    Mike holds a Certified Financial Planner™, Certified Private Wealth Advisor, and Certified Divorce Financial Analyst designations. He earned a Bachelors of Arts degree in Business with a concentration in Marketing from Western Washington University.

    Outside of work, Mike enjoys spending time with his family which includes his wife Mallory, son Hunter, and dog Franklin.

     

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    CPWA®

    CDFA®

    Office

    Bellevue, WA

    Contact us

    Mike is a Senior Advisor in the Bellevue, WA office who provides wealth management services to high-net-worth families and individuals including investment management, retirement planning, estate planning, income tax planning and coordination, philanthropic planning, risk management strategies, and executive compensation planning.

    Mike has nearly nine years of wealth management experience, and prior to Pathstone Mike spent three years at Cornerstone Advisors as an Associate Client Manager providing family office services to high net worth families and individuals.

    Mike holds a Certified Financial Planner™, Certified Private Wealth Advisor, and Certified Divorce Financial Analyst designations. He earned a Bachelors of Arts degree in Business with a concentration in Marketing from Western Washington University.

    Outside of work, Mike enjoys spending time with his family which includes his wife Mallory, son Hunter, and dog Franklin.

     

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.