Marty is a 20+ year veteran of the financial services industry. He has held Adviser, Analyst and Account Manager roles in banking, finance and government sectors. Prior firms include Bank of Hawaii, Central Pacific Bank, Hawaii National Bank, LPL Financial, Fidelity Investments, Edward Jones, Department of Defense and National Credit Union Administration. Marty is a Finance graduate from the College of Business at University of Hawaii Manoa Campus.
Marty is well versed in portfolio management; asset allocation; modern portfolio theory; portfolio models; risk management; cash management; insurance; and financial planning that includes retirement, income, estate and wealth transfer planning, as well as tax minimization and active and passive portfolio strategies. His goal is to help clients solve problems and achieve their aspirations. He takes a consultative approach to each client, beginning with understanding the clients’ unique situation and developing probable scenarios/models, as appropriate, based on each client’s needs.
Marty is proud to be part of the PenFed Wealth Management team located at Pentagon Federal Credit Union, available through CUNA Brokerage Services, Inc., which enjoys a long and proud history of serving America’s men and women who serve and have served their country in uniform and in government. He honors and respects the sacrifices they and their families make to serve their country, their fellow men and women, their mission and the greater good. Marty previously served in Senior Adviser and Analyst roles at the Department of Defense and National Credit Union Administration.
When Marty is not busy working with his clients, he is training at the gym, doing cross fit, running and spending time with his family. Marty is also a volunteer at the American Red Cross.
Marty is registered to sell securities and holds a life and health insurance license.
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.