Cornerstone Financial Partners | Lincoln Financial Advisors

254 Allemania Drive
New Braunfels, TX 78132

 

o:  (830) 214-0153

m: (714) 334-7551

brian.a.martin@lfg.com

www.Cornerstonefp.org
 

HIGHRISE GROUP:

Austin I

Brian A. Martin

Financial Planner

 

In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable solutions for their own situations.


Brian specializes in working with small business owners and families in Texas, California and other surrounding states. He joined Lincoln Financial Advisors (“LFA”) in 2015 and has been recognized by the LFA Orange County Regional Planning Office as their New Organization Planner of the Year* in 2016, 2017 and 2018. Brian also achieved the President’s Cabinet** Award for LFA for 2019.

 

He earned a Bachelor of Science in Accounting from Arizona State University, completed course work at the College for Financial Planning, and is pursuing the CERTIFIED FINANCIAL PLANNER TM Professional certification from Kaplan Financial Education.

Brian, his wife Donna, and their teenage children (Elizabeth, David, Wyatt) love the outdoors, visiting with family/friends, and attending Church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, hiking, playing music and soccer with his kids. For fun, Brian and Donna have taken up ballroom dancing and kickboxing.

Comprehensive Financial Planning
Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

 

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of specialists. It’s the key to our success, and yours.

 

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to the appropriate financial strategy for your individual needs.

We are dedicated to helping you:
♦ Identify your goals.
♦ Develop a financial plan based on sound advice and knowledge.
♦ Implement your plan with updates on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At Lincoln Financial Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan toward financial success.

Cornerstone Financial Partners | Lincoln Financial Advisors
254 Allemania Drive, New Braunfels, TX 78132

Office Phone (830) 214-0153 Cell (714) 334-7551 | Brian.A.Martin@LFG.com
www.Cornerstonefp.org www.linkedin.com/in/BrianAMartin

*This internal designation is based on revenue growth including all product lines for the Orange County Regional Planning Office within Lincoln Financial Advisors. ** This internal Award is based on sales as well good standing with the firm and FINRA. TX Insurance License #2548646 CA Insurance License # 0B12157 Brian Martin is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Crop., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Cornerstone Financial Partners in not an affiliate of Lincoln Financial Advisors Corp.

 

CRN-3280376-101220

Highrise Networks, Inc.

800 S. Figueroa, Suite 925

Los Angeles, CA 90017

 

member.services@highrisenetworks.com

(213) 712-9080

 

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