Pamela A. Martin, CFP®, AIF®
Manager, Advisory Services
“I see each client as a person/family who trusts me to guide them to financial success. I have the privilege of working with clients to assist them to live the best life possible. I see our partnership as a team effort, and empower clients to set goals, live life fully, plan generationally, and maximize their best assets... even beyond finances.”
Insurance Producer – 6+ years experience
Registered Representative – 6+ years experience
Registered Investment Advisor – 2+ years experience
As a Financial Advisor, Pam brings 6+ years of industry experience to SFG. Pam provides comprehensive financial planning and investment management to individuals, families, retirees, and business owners. She is active in researching, evaluating, and recommending financial plans to meet the needs of clients. Pam is instrumental in helping clients update critical portions of their plan for financial success. Her down to earth style puts clients at ease and gives them confidence that they can achieve the financial success they desire.
Pam earned her Bachelor in Science from Maranatha Baptist Bible College. For over 20 years, Pam created and operated several businesses, which gave her the understanding of the financial, operational, and personal responsibility associated with managing a business. She earned the Accredited Investment Fiduciary™ (AIF®) Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for clients. Pam’s past experience includes teaching, and she is skilled in taking complex concepts and simplifying them so everyone can understand. She is also a Financial Peace University Facilitator, and is able to evoke and facilitate the changes a client wants to make for financial success. Pam’s clients appreciate the educating format she utilizes to encourage success and goal setting in life and finances. Pam is also a frequent guest author for Rich Gurlz Club and Life Masteries Institute.
Pam’s passion for helping others has led her to be influential to the community around her. She is an Advisory Board Member and Volunteer for Junior Achievement, which provides financial education for youth. She is an Advisory Board Member of The Crossing School of Business and Entrepreneurship. This is a school that takes at-risk high school students and gives them a means to earn their high school diploma and learn about managing and operating a business. Pam is a Financial Peace University Facilitator and Organizer at Bethel Church where she teaches families the basics of finance. She is a guest speaker at the Business Women United Network (BWUN), where her focal point is to empower women to be successful. Pam is also a Group Leader of Coffee Connections, a managing Board Member of Polka Dot Powerhouse, and a volunteer of The Giving Games.
Pam is married and has five children, three daughters and two sons. Her hobbies include traveling, spending time with family, quilting, Christian Ministry, playing games and, finding adventure in life.
- Bachelor’s of Science from Maranatha Baptist Bible College
- Published works
- Frequent guest author for Rich Gurlz Club and Life Masteries Institute
- Professional Designation
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary™ (AIF®)