Martin Couric, CFP®, CLU®, CLTC®

Wealth Management Advisor

Professional

Martin began his career working as an associate for a well-established planner in the Northern Virginia area.  After just 8 months, Martin was motivated to branch out and start his own practice so that he could impact the community in a positive way. It didn't take long for him to realize that helping others carefully plan for their goals was indeed his calling.

Since 2009, Martin and his team have served the greater metropolitan area of DC, Virginia and Maryland.  In 2013, the team expanded their practice to Central Virginia when office operations were moved to Charlottesville, VA. They remain very committed and connected to clients across the state and all over the continental US.

 

Education

  • University of Virginia 2007

 

Awards and Recognition

  • Million Dollar Round Table Qualifier-  2012-2017

 

Certifications/Designations

  • Certified FInancial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Certified in Long Term Care (CLTC)
 

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