Catherine R. Martin*

Retirement Plan Coordinator
Strategic Retirement Plans, Inc.

Email: cmartin@investstrategic.com

  Download Contact Information

Mrs. Martin joined Strategic in 1982. She has a Registered Paraplanner designation from the College for Financial Planning. In addition, she has her Series 6 and Series 63 securities licenses.

Following her promotion to Retirement Plan Coordinator for Strategic, Mrs. Martin is responsible for account administration, acting as liaison between Participants, Plan Sponsors, Administrators, Recordkeepers and Trustees of the Plans.

Mrs. Martin is a member of the Board of Trustees at the First United Methodist Church of Remsen as well as a regular volunteer for the American Cancer Society and the American Red Cross.

 

* Denotes Cadaret, Grant Disclosure

 
  • Retirement Plan Coordinator,
    Strategic Retirement Plans
  • Series 6 & 63
  • 25 Years of Experience