| Advisor Profile |
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| Name: |
Randy Martinez |
| Phone Number: |
(678) 269-6372 |
| Website: |
Visit Website
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Business Description |
Emerald Wealth Management, LLC provides expertise to business owners, retirees and families. Our philosophies revolve around Asset Growth and Protection, Retirement Planning, Personal and Business Risk Management, Wealth Accumulation, Minimization of Taxes & Business Succession strategies.
As a CFP and a CPA with a Master's of Accounting, my clients benefit from my experience with tax efficient investment management advice, tax reduction strategies and the ability to communicate with their tax compliance preparer directly. Where most financial advisors may respond with "Please consult your tax advisor" when a tax issue arises, we will determine the appropriate course of action to minimize all taxes involved and act with you accordingly.
Specific areas of concern for many of our clients are:
401(k) and IRA Rollovers,
Stock Option Planning (including ESOPs),
IRA Investment Management,
Business Succession Plans,
Tax Efficient Investment Management |
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General Information |
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| States Licensed in: |
Alabama, Florida, Georgia, Louisiana, Maryland, North Carolina, Ohio, Texas, Virginia
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
5
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| Work Experience: |
KPMG, LLP - Personal Financial Planning,
Duke University Certified Financial Planner Certificate Program - Adjunct Professor,
Emory University Certified Financial Planner Certificate Program - Instructor,
Writer/Editor - Money Education
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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Master of Science - University of New Orleans
Bachelor of Accounting - Loyola University |
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Services |
| Investment Types: |
Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Public Accountant (CPA), Certified Financial Planner (CFP®)
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| Securities Licenses: |
Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Life, Health, Annuity, Variable Life
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| Financial Organization Memberships: |
American Institute of Certified Public Accountants (AICPA), Georgia Society of CPAs
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Randy Martinez |
| Most Recent Update: |
06/26/2008 |
Frequently Asked Questions |
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