
Dustin Martin,
CFP®, CEPA®
Financial Advisor
Dustin Martin is a Financial Advisor who joined Raymond James in March of 2019 after five years with Fidelity Investments. As a Workplace Planning Consultant, he built retirement plans with clients that focused on strategic tax planning and optimization of their employer benefits. Dustin understands that when choosing a financial advisor, one of the primary factors to consider is experience. As a member of a team with over 150 years of combined experience, he brings a different perspective to the financial challenges and milestones that today's clients face. Dustin believes that a comprehensive financial plan is something that evolves over time and your financial advisor should be able to guide you through it both now and for years to come.
Dustin is a Certified Financial Planner® professional. He has taken the extra step to demonstrate his professionalism by submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. He also obtained his Certified Exit Planning Advisor (CEPA®) designation after completing the Exit Planning Institute's intensive 5-day executive MBA-style program. The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies and is the most widely accepted and endorsed professional exit planning program in the world.
He is a graduate of the University of Cincinnati, where he received a Bachelors in Business Administration and majored in finance.
Dustin, his wife Carli and their son Ben, reside in Loveland. They enjoy spending their time traveling, golfing, supporting their local community and the University of Cincinnati athletics.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.