Jason Martin, CFP®, CMT- The Nerd

Jason Martin, CFP®, CMT- The Nerd

Principal & Chief Investment Officer

About Jason:

  • Co-Founder and Partner of Allgen Financial Advisors, Inc.
  • A native of Orlando
  • Passionate about helping people reach their full potential in the area of finances
  • In charge of Investment Management operations at Allgen
  • Fluent in English and Portuguese

Credentials:

  • A Certified Financial Planner™ (CFP®) practitioner, Chartered Market Technician (CMT), Series 65 licensee with over 20 years industry experience
  • Prior to Allgen was a broker for Charles Schwab’s most affluent and active clientele and helped educate them on how to buy and sell stocks using technical and fundamental analysis strategies
  • Chairman of the board of the Orlando Union Rescue Mission (OURM) Foundation
  • Has facilitated over 20 Financial Peace University, Legacy Journey and Compass Biblical Stewardship studies
  • Bachelor of Arts in Business Administration, University of Central Florida

Fun Facts:

  • His 6th generation grandfather came to Central Florida as an Indian scout in the late 1800’s
  • Enjoys fishing, hunting, surfing, soccer, and traveling with his wife and three kids
  • Attends Discovery Church

Email: martin@allgenfinancial.com