Investment Advisor
Phone: (727) 600-8022

Fax: (888) 809-7860

30832 US 19 N

Suite B

Palm Harbor, FL 34684

Education/ Certifications

  • BS Business, University of Tampa
  • MBA Keller Graduate School
  • FINRA Licenses: Series 6, Series 7, Series 66
  • Insurance- 2-20, 2-15 licensed
  • CFP®- Certified Financial Planner Board of Standards, Inc.
  • Florida Life, Health & Variable Annuities License 2-15
  • Florida General Lines Property and Casualty 2-20

Personal Interests

  • Fishing
  • Soccer
  • Cycling
  • Football

Rich MartinRich can help you and your business bridge the divide between protecting your assets now, and planning for your future financial needs. Rich is well equipped to provide a complete and holistic approach to your individual and business insurance and financial planning requirements.

Rich completed his B.S. in at the University of Tampa’s in 1992, followed by an M.B.A. from the Keller Graduate School of Management (DeVry University) in 2003. Insurance licenses include 2-20, 2-15, and Investment registrations include Series 6, 7 and 66.

Rich served with distinction in the U.S. Army, both as an enlisted Member (Helicopter Mechanic), and as an Officer in the Signal Corps, serving two tours in the Balkans, and overseas assignments in Germany.  It was during this experience that Rich gained his leadership skills and continued to instill the self-discipline and commitment to learning and public service that has been the foundation of his approach to business.

Rich believes strongly in the importance of developing long-term relationships with his customers.  Rich prides himself on his ability to communicate complex insurance and financial planning concepts. My goal is to take the mystery and fear out of the financial planning process. Let Rich be your trusted advisor who is constantly working hard to offer the best products, the best service and a commitment to customer satisfaction.


Securities and investment advisory services offered through NBC Securities, Inc. Member FINRA and SIPC.  Investment products are not FDIC insured, not guaranteed by any bank, and may lose value.