Roland "Raleigh" Martin, CFP®, AWMA®
Investment Advisor Representative, Registered Representative
Whether you are looking ahead toward retirement, adjusting to a significant transition in your life or simply interested in gaining a better understanding of investment or insurance options, Great Circle Wealth Strategies has the experience and resources to address your unique financial needs.
Today's complex and ever-changing economic environment presents many challenges, but along with challenges come opportunities and potential rewards for those who can identify long-term trends. Raleigh Martin has over three decades of experience in financial services, helping individuals, families and business clients clarify their goals and execute strategies to achieve them.
As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Wealth Management Advisor™ a client's needs are Raleigh's foremost priority. He is an Investment Advisor Representative of Osaic Wealth, Inc., and a registered representative of Osaic Wealth, Inc., one of the nation's leading broker-dealers. Osaic Wealth, Inc. supports the independent financial advisor business model which puts both clients’ and financial advisors’ interests into harmony, without undue pressure of sales goals, proprietary product quotas or restrictions.
Raleigh graduated from UNC - Chapel Hill in 1979 and served as an officer in the U.S. Navy. He is active in the Rotary Club of Churchland and in his church. Raleigh and his wife, Shirley, have lived in Chesapeake, Virginia since 1986 and have three successful adult children. He enjoys sailing, cycling and golf.
Available Services and Products Include:
- Retirement and Social Security Planning
- Wealth Accumulation and Preservation
- Investment Management
- Strategies For Funding Extended Healthcare
- Asset Protection and Distribution Planning
- Traditional and ROTH IRA's
- 401k and Other Qualified Retirement Plans
- Mutual Funds
- Fixed, Equity-Indexed and Variable Annuities
- Life and Disability Income Insurance
Licenses and Professional Designations:
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Wealth Management Advisor™
- Investment Advisor Representative
- General Securities Representative (Series 7)
- Uniform Securities Agent State Law Examination (Series 63)
- Uniform Investment Advisor Law Examination (Series 65)
- Life and Variable Annuity Insurance Agent