Martin Aiello

Financial Professional

Martin Aiello is a graduate of California State University East Bay where he earned his B.S. He has over 20 years of success in financial consulting for high profile organizations and serves to guide individuals and businesses with a comprehensive planning process. He maintains both a securities license and insurance license and holds himself to the highest standards. Martin focuses on working with business owners and individuals on tax saving strategies. Other professional specialties are:

  • Wealth Accumulation & Preservation
  • Business Succession Planning
  • Asset Protection
  • Estate Analysis & Tax Planning
  • Employee Benefit Planning
  • Retirement Strategy

Martin is a native of the San Francisco Bay Area and believes in giving back to a variety of community organizations. He and his wife Jenny have five children and one grandchild. In his spare time, Martin enjoys family time, exercise, listening to live music, gardening, traveling, wine, camping and fishing. His focus is "one client at a time" helping them to achieve their personal financial goals in order to pursue their life passions. 

"It would be a pleasure to schedule time to discuss your financial plan and what is most important to you". - Martin

To book an appointment: