Jeffrey Martin

CERTIFIED FINANCIAL PLANNER™ Professional

Jeffrey Martin holds the CERTIFIED FINANCIAL PLANNER® professional designation 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.

*2020 and 2021 Best in State Wealth Advisors rankings were issued by Forbes on July 2020 and July 2021 for the periods covering 7/1/19 – 6/30/20 and 7/1/20 – 6/30/21. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.