Kathran J. Martin

Kathran Martin

Joined: February 01, 2013

About Me

Name: Kathran Martin
Job Title: President
Company Name: Elite Advisor Group, LLC (EAG) Biography: Kathran J. Martin, CFP co-founded EAG with a unique perspective that comes from her extraordinary background as a financial advisor. She has been a practicing CERTIFIED FINANCIAL PLANNER™ professional for over 25 years. She was admitted to the original Registry for Financial Planning Practitioners in the mid-80s as a result of interviews with the clients and review of client-centric services she provided over a 5-year time frame. Only 1,500 planners were ever admitted to this prestigious organization. Kathran’s financial services career began after attending Pepperdine University and graduating from the University of California. In 1976, she began marketing qualified retirement plans to schools, hospitals, and municipalities for a large, national marketing and insurance company. She has the distinction of having been the top individual advisor in the 403(b) community and top of the BGA for three different insurance companies. She appeared in Who’s Who in American Women. Kathran has been recognized repeatedly for outstanding service and excellence in the financial service industry. The vision she brings to sales and marketing projects today was shaped by successful sales experiences including top producer awards in the same year from multiple insurance carriers.
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Mary Latimore
Mary Latimore started following Kathran J. Martin
2013-11-23 21:48:57

Kathran J. Martin
Kathran Martin recently contributed a new Blog, Marketers, how valuable are you to advisors?
2013-07-25 13:52:00

Kathran J. Martin
Kathran Martin recently contributed a new Article, What's your disconnect? How to build trust in our business
2013-06-20 14:18:00

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Dan Schottland started following Kathran J. Martin
2013-05-30 12:17:09

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ken adel started following Kathran J. Martin
2013-05-18 16:08:29

Kathran J. Martin
Kathran Martin recently contributed a new Article, Is your practice anchored by the past?
2013-05-17 12:00:00

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Kathran Martin recently updated their profile picture
2013-05-14 14:15:48

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2013-02-15 14:44:54

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Stephen Forman started following Kathran J. Martin
2013-02-15 14:22:13