WILLIAM H. MARTIN
“I can retire and it’s because of the work we did together”
WILLIAM H. MARTIN, CLU®, ChFC®, CFP®, AEP®
When it comes to choosing an adviser to help you make the best possible decisions to accomplish your financial goals, it’s hard to match the experience, expertise, and industry-leading track record of William H. (Bill) Martin. Bill is one of the first thousand financial planners to earn the prestigious Certified Financial Planner designation, and has been working with clients to secure their financial future for over 37 years.
As a top leader in the Financial Services world, Bill is regarded as a teacher, adviser, and mentor by the best in the industry. Bill is a managing partner of Wienken Wealth Management, a firm with over 100 associates, and has extensive experience in Retirement Planning, Estate Planning, and Asset Management.
Bill understands the complicated nature of retirement and estate planning, as well as the critical role it plays in achieving financial security. Bill prides himself on making a financial impact on his clients’ lives, as well as making an impact on the families of his clients for generations to come. Financial independence for you and your family is his greatest reward.
Bill’s mission as a financial planner is to make a material difference in the lives of his clients by working together to proactively focus on the critical financial issues that present themselves on a regular basis. He uses a combination of research, perspective, experience, and products to help ensure that sound financial decisions are made. Bill’s focus is on the creation and preservation of wealth to establish financial independence today and to maximize the perpetuation of the wealth for the benefit of generations to come. Bill knows that the work you do together can be the difference between struggle and dignity. He believes that when you make smart financial decisions, those decisions will have a lasting impact for generations.
Bill uses his expertise in complex financial subject matters so that you can understand financial plans quickly and spend your time doing what you do best—whether it’s being an expert in your own field, or spending time with loved ones.
Bill has also invested in infrastructure, technology, and the people necessary to ensure the resources are in place to proactively focus on your financial plan. He partners with his eldest son, Scott, who is a Chartered Financial Consultant, to provide longevity and continuity in his practice.
When Bill isn’t busy working hard to ensure the financial success of his clients, you might find him on the racquetball court, competing in the latest club golf championship, serving as the treasurer of the Centre County Food Bank, or spending time with his wife, Amy, and their three children, Scott, Christian, and Jessica.
Read more about Bill’s history and qualifications below, or click here to learn more about how the Martin Team can help you plan for your secure financial future.
WILLIAM H. MARTIN, CLU®, ChFC®, CFP®, AEP®
ACADEMICS:
- 2014- Accredited Estate Planner (AEP®)
- 1985- College for Financial Planning
- Certified Financial Planner (CFP®)
- 1983- American College
- Chartered Financial Consultant (ChFC®)
- 1981- American College
- Chartered Life Underwriter (CLU®)
- 1977- Penn State University
- B.S. Finance and Economics
PROFESSIONAL EXPERIENCE:
- Started his own financial services practice in August 1977
- Managing Partner of Wienken & Associates, a state-wide financial planning firm with over 100 associates
- District Manager of the State College Office with 27 Associates
- Over 30 years experience specializing in Retirement Planning, Estate Planning, and Asset Management
COMMUNITY INTERESTS:
- Treasurer of the Centre County Food Bank
- Supporter of the Muscular Dystrophy Association
Find out more about how The Martin Team can guide you to your financial goals by calling 814-466-6295