Leonard Martin has been in the estate planning and financial services industry since 1974. He serves clients in the states of RI, MA, CT and FL. He is the founder and CEO of Leonard Martin and Associates Incorporated, a firm dedicated to serving and educating people on financial planning for their future.
Lenny is a former Board Member of the Rhode Island Association of Insurance and Financial Advisors. He is a member of the Rhode Island Society of Financial Service Professionals. He served as the state chairman for the Rhode Island political action committee for consumers and advisors. Lenny has sat on several charitable boards and committees including Special Olympics and Rhode Island Children’s Crusade.
He is a former board member of the Bristol Community College Alumni and is a member of the Providence Lions Club.
Lenny is a multiple Five Star Wealth Manager and was once again featured in the January 2023 edition of Rhode Island Monthly. Len has gained the recognition of, “Top of the Table” by MDRT (Million Dollar Round Table) which is a premier association of financial professionals that recognizes advisors that demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Lenny is a Registered Investment Advisor Representative. He received his Chartered Financial Consultant certification and Chartered Life Underwriting certification from the American College.
Lenny is a Vietnam Veteran who served in the TET Offensive battle from 1967-1968 in the US Navy. He was awarded the Naval Unit Commendation and the Purple Heart.
LICENSES & ACCREDITATIONS
- Five Star Wealth Manager
- “Top of the Table” by MDRT (Million Dollar Round Table)
- Registered Investment Advisor Representative
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
AREAS OF EXPERTISE
- Retirement Planning
- Financial Planning
- Insurance Products
- Education Planning
- 401k Planning