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Martha K
CFP®, ChFC®, Series 63
Gainesville, FL
Plan First Wealth LLC
Martha Kern is a CFP®, ChFC®, and Series 63 licensed advisor with 20 years of industry experience. She has worked at Plan First Wealth LLC since 2019 and previously held roles at Eagle Strategies LLC and New York Life Insurance Company. Plan First Wealth LLC specializes in serving British expatriates living in the United States, focusing on cross-border financial issues related to UK domicility. The firm offers investment management and financial planning services, utilizing a wrap-fee delivery model through the Betterment for Advisors platform.
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