Craig Martin is the founder and president of a financial planning firm called The Family Wealth Consulting Group (FWCG) in the heart of the Silicon Valley. Mr. Martin graduated with a Master of Science in Financial Services Degree (MSFS). He has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations in addition to the Certified Financial Planner (CFP ®) mark. Over the last 40 years he has earned a reputation of using this extensive education, with white-glove personalized service, assisting the firm’s high net worth clients to coordinate sophisticated and personalized estate and income tax planning with investments and cash flow.
Craig developed the tag line for the company as: “Diversification is your only safety”. Because he has studied under these two Nobel Laureates, Gene Fama and Harry Markowitz, a dedicated specialty for Craig has been designing and managing risk-managed portfolios to the great benefit of his clients. All of his clients own his recommendation for a core, risk-managed portfolio which includes more than 9,000 individual stocks, globally diversified. All of his clients are happy to report that they have outperformed the S&P500 over the last 10 and 20 years.
Another Nobel Laureate Craig has studied is Daniel Kahneman, a research psychologist who taught us why we make financial decisions that are so detrimental for best results. These studies have resulted in Craig being able to better manage client expectations producing much more peaceful results.
In Silicon Valley, Craig and his clients are managing stock options for estate and tax efficiency.
Managing elder care issues has become a focus for Craig by fiduciary necessity, assisting his client’s in managing their parent’s issues as well as their own.
Craig has decades of experience in helping his clients build risk-managed portfolios by prudent use of alternative investments.
Listen to Craig's appearance on Investor Connect, as Hall Martin interviews Craig Martin about the state of angel investing and the biggest change he thinks we will see in the next year or two. He also discusses some of the challenges startups and investors face.