Martin Lutschaunig Bio Image

Martin Lutschaunig,

CFP®, CRPC™ President, Lutschaunig Wealth Management Financial Advisor, RJFS

Martin brings empathy and humility to his approach to financial services. He listens to clients to ensure that he understands their concerns and frustrations, maintaining a solid grounding in his appreciation for each client with respect to his own roots. He collaborates with clients throughout every step of the planning process, factoring in their tolerance for risk and maintaining open communication. His goals for clients are for them to feel confident in their financial futures and understand their financial strategies.

From his start as a Senior Accountant at Deloitte and Touche to more recent positions such as Senior Vice President at Merrill Lynch and Executive Vice President at Janney Montgomery Scott, LLC, Martin has gained over three decades of experience in financial services. He graduated with a Bachelor of Science Degree from Villanova University and holds the esteemed Certified Financial Planner™ certification and Chartered Retirement Plan Counselor™ designation.

On a day-to-day basis, Martin reviews portfolios with clients, ensures proper regulatory compliance, helps keep things on track in difficult markets and reviews progress toward his clients’ goals. He is committed to knowing and understanding each client’s unique goals and aspirations, helping to craft financial plans that are tailored to each of their individual circumstances.

Outside the office, Martin is involved in his local community. He coached youth soccer and basketball for 12 years and has been a catechist in the Catholic church since the Fall of 1995. He also enjoys several hobbies, including cycling, drumming and supporting his children’s activities.

Originally from West Long Branch, New Jersey, Martin currently lives in Richboro, Pennsylvania, with his wife, Cynthia, and children, Christian, Daniel and Andrew.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.