Michael E. Martin, CFP®

Michael Martin, CFP®¹ is a Senior Client Officer at RWA. Mike assists clients with planning and administrative aspects of their wealth management. Mike partners with RWA investment and financial planning professionals, trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.

Mike’s career in financial services has focused on serving the needs of individuals, families and business owners. Before joining RWA, Mike assisted clients as a Financial Planning Specialist and Trust Administrator at J.M. Forbes and Co. LLP, a Retirement Investment Specialist at Fidelity Investments and a Tax Accountant at Ropes & Gray LLP in the Private Client Group.

Mike earned a BS in Business Administration from Northeastern University. Mike is a CERTIFIED FINANCIAL PLANNER™ certificant and has earned the Certified Trust and Financial Advisor (CTFA) designation. 

Mike resides in Cambridge with his wife and enjoys spending time on the Cape, competing in triathlons and paddle boarding. Mike was a board member of Cape Cod MOVES which is a non-profit raising funds through activities to distribute to other non-profits serving the Cape and Islands. Mike is a member of the Falmouth Walk Committee which hosts events each year to raise funds for Falmouth charities. Mike is a member of the L Street Running Club, the Falmouth Track Club and the Cape Cod Triathlon Team. Mike also has enjoyed volunteering for the Falmouth Service Center which helps those in need in the community with food donations, financial support and professional counsel. Mike has volunteered as an instructor for the Credit for Life Fair which helps high school students develop personal financial management skills that they will use throughout their lives.

¹CERTIFIED FINANCIAL PLANNER ™ or CFP® certification is granted by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Candidates must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. To receive CFP® certification, candidates must complete a CFP Board Registered Program or hold an accepted designation, degree or license; pass the CFP® Certification Examination; and agree to be bound by CFP Board’s Standards of Professional Conduct.  In addition, a CFP® professional must complete 30 hours of continuing education every two years.  More information about CFP® certification is available at https://www.cfp.net.