Why GoalBridge
GoalBridge is a Registered Investment Advisory (RIA) firm. RIA firms receive compensation in the form of fees for providing investment advice and investment management services. Advisors affiliated with RIA firms are required to act as a fiduciary. This is different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not required to act as a fiduciary. A fiduciary standard of care legally requires advisors to act solely in the best interest of their clients when offering personalized financial advice.
Joe Martin, CFA®, CFP®
Having started, developed and sold a marketing business serving business owners in more than a hundred communities throughout the Midwest, I focus on the investment and financial interests of business owners and prodigious savers. As a business owner with an education in economics I provide a unique understanding of the demands involved with managing and building equity in successful businesses, as well as a broad perspective of factors that drive asset valuations and capital markets.
Education
University of Wisconsin-Madison
B.A., Economics
Credentials
CFA® Chartered Financial Analyst®
CFA® Areas of Study:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Reporting and Analysis
- Corporate Finance
- Equity Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management and Wealth Planning
Passed Level I Exam June 2015
42% candidate pass rate
Passed Level II Exam June 2016
46% candidate pass rate
Passed Level III Exam June 2017
54% candidate pass rate
CFP® Certified Financial Planner™
CFP® Areas of Study:
- Professional Conduct and Regulation
- General Financial Planning Principles
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
Passed Exam November 2013
64% candidate pass rate
Work with GoalBridge
As a client of GoalBridge Wealth Management, you receive proactive investment advice specifically tailored to your needs and interests.
Call (920) 750-7262 or fill out the following form to get started.