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Don M
CFP®, Series 66
Westlake Village, CA
Regal Investment Advisors LLC
Don Martin is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. He previously worked at Carrington Advisors, LLC and has been with Regal Investment Advisors since 2013. Outside of his advisory role, he serves as a board member for the Rotary Club of Westlake Village Sunrise, overseeing the management of the club’s investment fund. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of investment strategies, granting discretionary authority to implement and manage these on behalf of clients.
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