MB Gen Wealth

Cain Martin is a financial advisor with MB Gen Wealth in Spokane, WA, holding a Series 65 designation and two years of industry experience. Prior to joining MB Gen Wealth, he worked at Charles Schwab and has experience in golf-related business ventures. Outside of finance, he owns and operates Ray Baker Golf, LLC, a golfing apparel manufacturer and distributor. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs asset allocation, fundamental analysis, and modern portfolio theory using ETFs, mutual funds, individual securities, and derivatives to implement client strategies.

David Martin is a financial advisor at MB Gen Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merriman Wealth Management, Summit Capital Management, and Nelson Securities. Martin is also a general partner at Echelon Capital, LLC, a private fund investment adviser based in Seattle. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, family investment vehicles, trusts, estates, and institutional plan sponsors. The firm’s investment approach emphasizes asset allocation, fundamental analysis, modern portfolio theory, and cyclical analysis, utilizing ETFs, mutual funds, individual securities, and derivatives as appropriate.

Andrew Bloom is a financial advisor at MB Gen Wealth in Spokane, WA, with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to his current role, he worked at Merriman Wealth Management, LLC. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, family investment vehicles, trusts, estates, and institutional plan sponsors. The firm’s investment approach incorporates asset allocation, fundamental analysis, modern portfolio theory, and cyclical analysis, using ETFs, mutual funds, individual stocks and bonds, as well as options strategies and other derivatives.