Martin Beard, ChFC®, EA, CFP®

LPL Registered Representative

Martin Beard, CFP® has been working in financial planning and investments since 1993. He is responsible for assisting clients with investments and retirement planning.

Martin's financial advisory career includes American Express Financial Advisors, Prudential Insurance, and Charles Schwab.

He has a Master's in Business Administration from the University of Phoenix and Master of Science in Financial Services from the Institute of Business & Finance. Martin is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®) and Enrolled Agent.

Check the background of this investment professional on  FINRA's BrokerCheck.

Phone 520-294-4140
Fax 520-806-3138