CONNECT

Address:

11622 El Camino Real Suite 100
San Diego, CA 92130

Phone:

858.380.4283

Fax/Other:

858.380.4281

Martin Batstone

Martin Batstone

Wealth Manager

Martin Batstone

Specialties

We specialize in helping our clients create a comprehensive financial strategy that encompasses multiple opportunities to help them achieve or maintain their financial success. We help them view their finances as if they are running a successful business. We have a team of advisors in various disciplines that collaborate to customize and create the client’s financial strategy.

We do this by striving to improve their investment portfolio performance, tax efficiency, retirement accumulation and distribution strategies, and estate/legacy planning. We also help in business planning and oversight, business investment opportunities and various insurance services.

We work with Professional Athletes, Entertainers, Executives, Business Owners and High Net Worth Families in working to achieve financial independence. Our diverse team has an amazing network of diversified disciplines and resources to help carry out our mission of helping our clients create and maintain financial independence.

Martin D. Batstone has been providing financial, investment, tax and estate planning advice to individual clients, small businesses and corporate executives since 1991.

Martin’s vast experience encompasses helping a variety of clients; his experience ranges from helping employees and corporate executives in the local community to advising professional athletes and entertainers across the country.

Martin has led teams of Advisors in providing financial education to local corporations in the telecommunications and pharmaceutical industries as well as acting as the lead advisor helping coordinate group education and individual financial planning for the City of San Diego. With the City of San Diego, Martin helped general members, fire fighters and police officers understand how to evaluate their benefits and pursue the best strategies to attempt to maximize their retirement. He also worked with the American Express Financial Advisors home office to acquire and help manage the City of San Diego’s $600 million dollar SPSP and 401(k) plans, as well as help the risk management department at the city in managing the account.

He was also a founding member of the Sports Division of American Express Financial Advisors Inc. in 1996.

Employment Experience:

Reliant Capital Group (Co-Founder) Present

Wealth Advisors Inc. 2006–2012

Ameriprise Financial (formerly American Express Financial Advisors Inc.) 1992– 2006

Phone 858-380-4283 ext. 301
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck