With over 30 years of accounting and finance experience, Jim Martin is able to provide a solid basis of trustworthy ability to advise clients with their investing and insurance needs. Jim believes in the importance of educating his clients on their financial needs from budgeting, debt elimination, and investing for retirement to helping them understand the investment products that are available to them and providing them financial guidance for the future.
Jim proudly serves as a Dave Ramsey SmartVestor Pro for Investing and holds licenses in Series 6 and 63 as well as Health and Life. He earned degrees from FSU and UF in Business Administration and Accounting. Working for many years as a Cost Accountant, he advised management on the most appropriate course of action based on cost efficiency through analyzing and evaluating various alternative courses of action and control of costs. This background was a valuable and natural lead into personal financial advising with SmartPro Financial.
Jim has been married to his college sweetheart, Sue, for 42 years. They have four children and four grandchildren with a fifth on the way. Jim and Sue love to travel, spend time at the beach with the family, and cheer on the Florida State Seminoles!