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Martin Poole

CFP®, FPA, MBA
HFH Planning
New York, NY
We Make the Pieces Fit

Meet Martin

G. Martin Poole, CERTIFIED FINANCIAL PLANNER™ joined HFH Planning in March 2009 as a Financial Advisor. He became a member of the National Association of Personal Financial Advisors (NAPFA) and a NAPFA–Registered Financial Advisor in September, 2010. Membership in NAPFA and the NAPFA–Registered Financial Advisor designation are only available to Fee-Only financial advisors who are paid directly by their clients. In this role, Martin advises individuals and families of all…

G. Martin Poole, CERTIFIED FINANCIAL PLANNER™ joined HFH Planning in March 2009 as a Financial Advisor. He became a member of the National Association of Personal Financial Advisors (NAPFA) and a NAPFA–Registered Financial Advisor in September, 2010. Membership in NAPFA and the NAPFA–Registered Financial Advisor designation are only available to Fee-Only financial advisors who are paid directly by their clients. In this role, Martin advises individuals and families of all levels of wealth about topics which include saving, budgeting, insurance, tax planning, college planning, retirement planning and estate planning.

Previously Martin was a Wealth Management Product Specialist at Citigroup’s Family Office Group working with Citi Smith Barney financial advisors to identify additional services that could be used by their clients. He became a CERTIFIED FINANCIAL PLANNER™ certificant while at Citigroup. Before Citigroup, Martin spent 7 years at US Trust where he advised individuals and families on the management of their assets and leveraged his 7 years experience from a similar position at the Private Bank at Chase Manhattan (now JP Morgan Chase).

Martin has a Master of Business Administration with Distinction from New York University, a Bachelor of Science in Business Administration from University of North Carolina at Chapel Hill and a Certificate of Financial Planning from New York University’s School of Continuing Education.


Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
Tax planning
College planning
Estate planning
Insurance management

Fee structure

Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

MBA
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