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Jose M

CFP®, Series 63, Series 65

Sunrise, FL

Lifecraft Wealth Management

Jose Martin is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is the principal advisor at LifeCraft Wealth Management and previously worked at Cambridge Investment Research Advisors for 11 years. In addition to his advisory role, he is a licensed insurance agent and spends part of his time implementing insurance recommendations. LifeCraft Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, using customized portfolios that include low-cost mutual funds, ETFs, individual securities, and occasionally unaffiliated independent managers. The firm employs both long-term strategies and technical analysis to guide investment decisions.

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