First Affirmative Financial Network, LLC, an RIA, DBA
Growth for Impact Conference
Martha Schuman
CCM
Martha Shcuman is a senior client portfolio manager and CCM’s west coast wholesaler, partnering with intermediaries across major advisory channels. She builds and nurtures key relationships with financial advisors to generate new business, provide sales and marketing updates, and share technical details on the firm’s investment products. Martha is a frequent speaker at industry conferences and client events, where she shares insights on portfolio strategy and impact investing. Martha holds a B.A. from UC Irvine and an M.B.A. from Pepperdine University.
Return to SpeakersFor additional information please contact:
George R. Gay CFP® AIF®
Chief Executive Officer
First Affirmative Financial Network, LLC
DBA Formative a Registered Investment Advisor (SEC File # 801-56587)
[email protected]
719-651-1845