FINRA's BrokerCheck

Kimberly A. Martin

Kimberly A. Martin

Kimberly A. Martin | ChFC®, CLU®, MSFS | Principal

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 develops creative strategies that help clients work toward success, integrating asset management and retirement plan services with overall business and financial plans. She works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

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 and personal retirement plan consulting and education funding strategies.

Kim earned the Chartered Financial Consultant (ChFC®) designation and the Chartered Life Underwriter (CLU®) designation from The American College in Pennsylvania. Additionally, Kim holds the Series 7 and 66 security registrations and maintains life insurance, disability insurance, long-term care insurance and annuity licenses.

A Closer Look

  • Kim keeps abreast of industry changes and stays current on issues impacting her clients through her membership with P.A.C.E. – The American College.
  • An active participant in her community, Kim serves on the Martin County Estate Planning Council and is a member of Leadership Martin County, Class of 2018.
  • Kim is also involved with the Treasure Coast Dental Society and is a frequent sponsor of its community events.

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

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 701 Colorado Ave., Stuart, FL 34994 | 772.283.7444

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