Martin McCann*, LUTCF, ChFC
President of McCann Asset Management and Financial Advisor
For more than two decades, Martin McCann, the founder of McCann Asset Management, has specialized in helping individuals pursue financial and retirement goals, and businesses establish and manage retirement plans. McCann began his career with American Express Financial Advisors where he became one of the company’s youngest Field Vice Presidents. He also served as Manager of Financial Services at Prudential before becoming an independent financial advisor. A knowledgeable expert in retirement plans and retirement and income planning, McCann delivers continuing education workshops to CPAs as well as informational workshops to the public. In addition, he is also a State of California certified insurance instructor and hold various insurance and securities licenses*.
His focus is on simplifying retirement for business owners and their employees.
*Securities Licenses Held: FINRA Series 7 - General Securities Representative, Series 65 - Uniform Investment Adviser Law, Series 63 - Uniform Securities Agent State Law & Series 24 - General Securities Principal. Insurance Licenses Held: life, health and disability. CA Insurance License no. 0B39636