FINRA's BrokerCheck

Kimberly A. Martin

Kimberly A. Martin

Kimberly A. Martin | ChFC®, CLU®, MSFS | Financial Advisor

Stuart, FL | 772.283.7444 | Email
Service Areas | Comprehensive financial and estate planning, insurance planning, executive compensation, security analysis, portfolio design and management, financial statement analysis

Kim is a financial advisor and senior manager with Rehmann Financial and is based in the Firm's Stuart, Florida office. She provides comprehensive wealth management advice to high net worth individuals, families and small company business executives.

Experience

Kim joined Rehmann in 2015 in connection with the Firm’s business combination with Roegiers Goldin Chappel Nall & Associates, where she served as president of the firm’s wealth management division. Kim began her financial services career in 1988 and has extensive experience with insurance planning for estates and business owners, individual high net worth portfolio management, corporate retirement plan consulting and education funding strategies. She is dedicated to learning about her clients' personal goals and believes financial planning should be the foundation upon which to build their individualized financial needs.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.

Thought Leadership

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