Professional
Martin McGillivary has been part of the financial services industry since 1987.
Martin is a graduate of Ohio University with a B.A. in Finance and Marketing.
He earned the Chartered Financial Consultant (ChFC) designation from The American College.
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The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients |
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