CJ
Christopher J. Martin
Director Of Financial Planning at Brumbaugh Wealth Management,
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Work Experience
Director Of Financial Planning
Jan 2021 - Present · 4 years
Jan 2017 - Jan 2021 · 4 years
Registered Client Associate
Sep 2019 - Jan 2021 · 1 years and 4 months
Registered Client Associate
Jan 2017 - Aug 2019 · 2 years and 7 months
Company Details
The mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives. We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues. We’re dedicated to what matters. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.
Year Founded
2004
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
415 Eagleview Blvd Suite 110 Exton, Pennsylvania 19341, US
Keywords
Investment Advisory ServicesRetirement PlanningEstate Planning and Wealth TransferTax Reduction & Insurance StrategiesSpecial Needs Family Planning StrategiesCorporate Benefit StrategiesBusiness Succession Planning
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