Martin Fong, ChFC®, CRPC®

Martin understands that each client has their own unique financial needs, and he is devoted to fully understanding their current financial situation. Martin is committed to making certain that good information, sound advice and a choice of solutions are provided. This process allows a client and their family to make informed decisions and reach the solutions that are best for their unique needs. Once deciding upon a financial direction, Martin often works with the client’s attorney and accountant in order to get a plan implemented. Providing this type of comprehensive planning has helped many clients get from where they were, to where they want to be, financially.

Martin Fong has been a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. since 1995. His focus and expertise lie in guiding executives, hospital professionals and all retirees, who seek his advice, through the ever-changing maze of retirement planning, estate planning strategies and investment decisions. 

Martin holds a Bachelor of Science degree in Finance from the University of Southern California. He has also earned the professional designations, Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Consultant (CRPC®). 

Martin is an active member of the Society of Financial Service Professionals, the Financial Planning Association, and Lincoln’s Chairman’s Council*. He has also attained the respected title of Lifetime Member with Lincoln’s Resource Group**. The Resource Group is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.  

The California Bay Area has been home to Martin all of his life. He grew up in San Leandro, currently resides in Alamo with his wife Rashell and their 4 children, Taressa, Mason, Lila and Brielle.  He enjoys barbecuing for family and friends and supporting his kids on the soccer field, in addition to their many other endeavors.

Martin is frequently quoted in Yahoo Finance and is a sought after speaker for financial planning conferences nationwide for his knowledge of retirement distribution strategies.