- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Hrefna Martin is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Hrefna Martin is a Fee Only Financial planner in Westport, CT. Hrefna Martin is a NAPFA-Registered Financial Advisor.
I joined Elizabeth at Cox Financial Services (CFS) in June of 2015. Prior to CFS, l worked as a Financial Counselor at Resnick Advisors in Westport CT since May of 2011 and as an Investment Associate at Novos Planning Associates in New York NY from 2003 to 2011.
My days are spent on what I am the most passionate about; helping people reach their personal and financial goals with confidence through financial planning. At CFS I am able to remove all conflicts of interest and focus on what really matter.
As a Certified Financial Planner (CFP®) I have extensive training and experience and am held to rigorous ethical standards in addition to ongoing continuing education every year to maintain my certification.
My professional and academic qualifications include:
- CERTIFIED FINANCIAL PLANNER™ certification
- Diploma in Financial Planning, College for Financial Planning
- Registered Investment Advisor Agent
- MBA, Financial Management, Pace University, New York, NY
- B.Sc., Food Science, University of Iceland, Reykjavik, Iceland
I am a member of the following organizations: