Matt Martin, CFP

Regional Director

A member of the financial services community since 1999, Matt Martin joined RPA in 2015 and became a partner in 2021. His core focus is providing advisory and education services to public sector employees and their families.

Matt currently serves on the RPA Advisor Council and previously served on the firm’s Investment Committee. He is an accomplished conference speaker and presenter.

Prior to joining RPA, Matt served as President of Family Financial Services Group for 14 years, where he helped families and individuals achieve their financial goals.

In 2011, Matt completed the CFP certification process, becoming part of the small fraction of advisors holding the Certified Financial Planner professional designation.

Matt earned a Bachelor’s Degree in Economics from Stanford University in Palo Alto, CA. He holds FINRA Series 7, 63, and 65 registrations and is licensed to offer life and health insurance as well as variable annuity contracts.

Matt is married to his high school sweetheart Jamie, and they have three children. Together they enjoy traveling and renovating their 1860s era farmhouse.

Check the background of this investment professional on FINRA’s BrokerCheck.

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