Martin J. Jawor, CFP®, ChFC®, CPFA®, NQPC™
Financial Consultant
(732) 476-2868
Martin focuses on developing wealth accumulation and asset protection strategies for both corporate executives of fortune 500 companies and small business owners, working towards helping them achieve their financial goals. After performing a needs analysis, Martin works closely with clients to develop strategies designed to help protect their assets and family.
Martin has earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) credential. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Martin has earned the Chartered Financial Consultant (ChFC®) credential. The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning, Study areas include behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in diverse communities, financial planning for divorce, and more.
Martin has earned the Certified Plan Fiduciary Advisor (CPFA®) credential, by demonstrating his knowledge and commitment to working with retirement plans. Martin has the skills required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Martin has earned The Nonqualified Plan Consultant (NQPC™) credential — developed by some of the nation’s leading qualified retirement plan advisors, financial planners, employee benefit consultants and ERISA attorneys. Martin has demonstrated the expertise required to advise employers on nonqualified plan design, implementation, participant communication, tax and accounting matters as well as plan financing strategies.
Martin has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
Martin graduated from William Paterson University with a Bachelor of Science degree in Business Administration. Martin currently holds a Series 7 and 66 and is a licensed NJ resident producer for life, health, accident, variable life, variable annuity, property, and casualty lines of insurance. Martin's background and experience make him uniquely qualified to address many financial planning needs.
He also actively participates in the following organizations:
Trustee - Society Hill of Bernards I Homeowner's Association
William Paterson University Mentorship Program
4th Degree Grand Knight of Knights of Columbus - St. Elizabeth Council #2393
Martin currently resides in Basking Ridge, New Jersey with his wife, son, and two cats.