About Us

With over 30 years of combined industry experience the Martin Financial Group is here to help you make the best investment and financial decisions for your unique situation. We look forward to hearing from you.

Jeffrey R. Martin

Email Address

[email protected]

Phone Number

(925) 451-2944

First Vice President - Investments, Registered Principal, PIM Portfolio Manager

CA Insurance License Number: 0B07598. Resident State: CA.
 

Michael H. Kobel

Email Address

[email protected]

Senior Client Associate

Jason R. Martin

Email Address

[email protected]

Phone Number

(925) 381-0546

Owner, PIM Portfolio Manager

I grew up in Clayton and went to Clayton Valley High. After graduating I attended the University of California at Santa Barbara for four years. I received a degree in Business and Economics with an emphasis in accounting and a second degree in Geography.

After graduating from UCSB I moved back to the bay area and worked in the tech industry for close to five years. In 2007 I began my financial services career as a Financial Advisor with Morgan Stanley.

I joined Wells Fargo Advisors in 2010. Two years later my father and I opened the Brentwood office.

CA Insurance License Number: 0F94449. Resident State: CA.
 

Martin Financial Group logo