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DETAILS

"I believe in assisting people in planning for retirement and managing their assets is a sacred trust and I pledge to provide the most courteous, professional, and confidential service." -Martin Meier

General Info
Martin Meier is currently LPL Branch Manager, LPL Financial Advisor and a Retirement Planning Specialist. He has over 30 years experience and has been a financial advisor since 1982. He specializes in retirement planning, helping clients accumulate, preserve, and manage financial assets. For a personal bio and a list of states in which I am registered to do business, please visit my business website.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Retirement Planning Services
Services/Products
401K Plans, Annuities, Fee Based Managed Asset Plans, Financial Planning, IRA Plans, IRA Rollovers, Municipal Bonds, Retirement Planning, Stocks, Tax-advantaged Investing
Location
We are located in Citrus Heights on Pebble Beach Drive in the Century 21 Building, near the intersection of Sunrise Blvd and Madison Ave
Neighborhood
Edgewood
Amenities
We offer personalized service in our local office, confidential online access to all account information, and the option to "Go Green" by electing paperless statements. You may contact us by phone, email, or the website.
Accreditation

Masters Degree in Business (MBA), 1981 CA State University, Sacramento

Bachelors Degree in Economics and Psychology, (BA), 1976, University of CA at Davis

2012, 2013, 2015, 2016, 2017, 2018 Five Star Wealth Manager Award

Associations
Registered with LPL Financial, University of California at Davis Alumni, Sacramento State University Alumni, Past Member Intl Association of Financial Planners
Other Information

Certifications: Certified Financial Planner

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Data provided by one or more of the following: DexYP, Data Axle, Yext.