Information about Martin Batstone

Martin D. Batstone has been providing financial, investment, tax and estate planning advice to individual clients, small businesses and corporate executives since 1991. Martin has led teams of Advisors in providing financial education to local corporations in the telecommunications and pharmaceutical industries as well as acting as the lead advisor helping coordinate group education and individual financial planning for the City of San Diego.

With the City of San Diego, Martin helped general members, fire fighters and police officers understand how to evaluate their benefits and pursue the best strategies to attempt to maximize their retirement. He also worked with the American Express Financial Advisors home office and risk management department at the city in managing the City of San Diego’s $600 million dollar SPSP and 401(k) plans.

Martin’s vast experience encompasses helping a variety of clients; his experience ranges from helping city employees, professional athletes, and corporate executives in the local community and across the country.