Martin Wealth Management, LLC

Mohan Martin is a financial advisor at Martin Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Martin Wealth Management since 2022. In addition to his advisory role, Martin is involved in selling Medicare insurance through Martin & Associates Insurance, focusing on individuals aged 65 and older. Martin Wealth Management provides financial planning and advisory services primarily to individual clients, offering investment advice across mutual funds, equities, bonds, ETFs, and third-party money managers. The firm employs both fundamental and technical analysis and supports public educational outreach through classes and no-cost strategy sessions.

Craig Kennedy is a financial advisor with Martin Wealth Management, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Martin Wealth Management since 2013 and is also a general partner in Seacliff Financial & Insurance Services Inc., a full-time insurance business. Martin Wealth Management provides financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to support long-term trading strategies and collaborates with third-party managers through a co-advisory relationship with Matson Money.

Raymond Martin is a financial advisor at Martin Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at LifePro Asset Management, LLC. In addition to his advisory role, Martin volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education. Martin Wealth Management, LLC offers financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to pursue long-term trading strategies tailored to client Investment Policy Statements and operates a co-advisory relationship with Matson Money.