Jeffrey Martin

CERTIFIED FINANCIAL PLANNER™ Professional

Jeffrey Martin is a Certified Financial Planner® and joins Coastal Financial with over 20 years of experience in the financial services industry. He has extensive knowledge in creating comprehensive financial plans and implementing personalized investment strategies. Jeff also has broad experience in estate planning, business succession and all aspects of a client’s financial wellness.

Prior to joining Coastal Financial, Jeff was an Executive Director at Morgan Stanley in Providence, RI. He earned the Corporate Retirement Director title for his in-depth knowledge of corporate retirement plans. He was also recognized as a Forbes/Shook Best in State Wealth Advisor in 2020 and 2021. Throughout his career, Jeff has offered a consultative approach to his clients. He will take the time to understand your unique circumstances and provide personalized guidance accordingly. He has excellent knowledge of capital markets, tax smart investing and alternative investments. He enjoys the challenge of complex situations and will work closely with your tax and legal advisors to manage the full scope of your financial life.

His hobbies include cycling, golf and hockey. He resides in Dartmouth with his wife Karen and he greatly enjoys the time they spend with their three children.