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Gary G

Series 63, Series 65

Atlanta, GA

The Marin Group Inc.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

General retirement planning Annuities Income planning Options & derivatives strategies
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Dianne M

CFP®, Series 63

Atlanta, GA

The Marin Group Inc.

Dianne Martin is a CFP® with Series 63 registration and 14 years of industry experience. She has been with The Marin Group Inc. since 2008. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, managing approximately $128 million across about 140 accounts. The firm uses a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to guide investment decisions across various asset classes.

General retirement planning Annuities Income planning Options & derivatives strategies
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