Jose Martin, CFP®, CLTC 

President & Founder of LifeCraft Wealth Management,

With over 16 years of experience in the Financial Services industry, Jose has helped dozens of discerning families put financial strategies and retirement solutions in place to help them achieve their envisioned future.  Guided by purpose and passion, Jose brings a high level of caring and compassion to the dreams and goals his clients espouse.  His enthusiasm is infectious, and as a result his clients receive an unparalleled commitment to the management of their wealth.

 

He is married to Sharon, his high school sweetheart, who is his muse, best friend and confidante.  He is blessed with two children who inspire him to leave the world a better place than he found it: his daughter Ariel, and son Jacob.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Degrees, Licenses & Certifications

B.F.A New York University (Founders Day Award for Excellence in Academics NYU)

 Certified Financial Planner® Certification

 Certification in Long Term Care

 Series 7 (General Securities License)

 Series 65 (Uniform Investment Adviser License)

 Series 63 (Uniform Securities Adviser License)

 Series 6 Investment Company & Variable Annuity License)

 State Insurance License 215 (Life, Health & Variable Annuity)

 

Organizations & Involvement

Member: Financial Planning Association (FPA)

Member: National Association of Insurance & Financial Advisors (NAIFA)                                                                                         Supporter: Kids in Distress (K.I.D.)  

Supporter: Gilda’s Club S. Florida

Supporter: Make-A-Wish Foundation 

Board Member: Ramat Shalom-Financial Secretary

 

Experience

President & Founder

LifeCraft Wealth Management

July 2013 – Present (1 year 5 months) 480 Sawgrass Corporate Parkway, Suite 110, Sunrise, Fl. 33325

LifeCraft Wealth Management is an Independent firm. We are not owned or beholden to an insurance company, bank, or wirehouse so our clients rest assured that we are objective and unbiased in the advice and services we deliver. LifeCraft is South Florida's go-to firm for empty-nesters who want to retire right! We offer comprehensive Financial Planning, Wealth & Investment Management, Asset Protection, Tax Minimization Strategies, and Legacy Planning.

 

Financial Advisor

LifeCraft Wealth Management, an office of MetLife

January 2010 – July 2013 (3 years 7 months)1200 S Pine Island Rd, Suite 350, Plantation, FL 33324

A financial services firm helping empty-nesters get their ducks in a row so they can enjoy the financial future they want.

 

Financial Planner

Gerstman & Martin, an office of MetLife

January 2006 – December 2009 (4 years)Ft. Lauderdale, FL

A Financial Planning Boutique offering Comprehensive Financial Planning, Investment Management, and Insurance.

 

Financial Planner

Gerstman & Martin - Mass Mutual Financial Group

January 2003 – December 2005 (3 years)

A Financial Planning Boutique offering Comprehensive Financial Planning, Investment Management, and Insurance.

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