Envision Financial Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Don Martini is a fee-only financial planner located in San Francisco, CA, serving clients throughout the San Francisco Bay Area and across the country. Envision Financial Planning specializes in comprehensive financial planning and investment management coordinating the areas of personal finance, investments, retirement planning, risk management and estate planning.
As a fee-only, fiduciary, and independent financial advisor, Don Martini is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Don Martini is the Principal at Envision Finanical Planning located in San Francisco, CA.
My mission is to empower busy professionals and their families to achieve their future financial vision. I help clients overcome confusion around financial decisions so you have the confidence and freedom to pursue their dreams.
- Comprehensive Financial Planning with Ongoing Support
- Comprehensive Financial Planning and Investment Management with Ongoing Support
I have a Master of Business Administration in Finance. I completed a Personal Financial Planning Certification Program at University of California, Berkeley. I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) certification.
How can I help you put it all together?
We take a holistic approach to financial planning, coordinating all areas of your life, such as your goals, values and priorities to build a customized and comprehensive financial plan and investment strategy.
Financial Planning Areas:
- Personal Budgeting and Cash Flow
- Retirement Planning
- Risk Management
- Estate Planning
Don Martini is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Let's discuss what's on your mind and how I can help you.
Areas of service include personal financial, investments, retirement planning, risk management and estate planning.
I'll help you navigate your areas of concern which might include:
- Catch-up retirement plan contributions
- Your long-term care insurance options
- Adjustments to your investment risk tolerance
- Review of your estate planning documents
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Donald Martini is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Donald Martini is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Donald Martini is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Donald Martini is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Don Martini is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Contact Don Martini
By Appointment Only
San Francisco, CA 94118