Rob Martin
President and Owner at Crest Retirement | Columbus, Ohio, United States
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Rob Martin, as the President and Owner of Crest Retirement, stands at the forefront of the retirement planning industry, particularly for small businesses and nonprofit organizations. With a robust background in Plan Design and Compliance, Rob has cultivated a reputation as an industry leader dedicated to empowering plan sponsors. His expertise lies in crafting tailored retirement solutions that not only help clients accumulate wealth and maximize tax deductions but also enhance employee retention through strategic benefits offerings.
At Crest Retirement, Rob oversees key projects that focus on innovative retirement plan strategies, ensuring that each client receives personalized service that aligns with their unique financial goals. His hands-on approach combines expert advice with practical implementation, allowing businesses to navigate the complexities of retirement planning with confidence. By fostering a culture of growth and development within his team, Rob is committed to building a practice that sets the standard for excellence in the retirement plan service industry.
Rob's skill set encompasses a wide range of areas including strategic financial planning, asset allocation, estate planning, and process improvement. His ability to integrate these skills into comprehensive retirement solutions positions Crest Retirement as a trusted partner for organizations looking to enhance their employee benefits. As he continues to lead Crest Retirement, Rob remains focused on driving innovation and delivering exceptional service, ensuring that his clients not only meet their retirement objectives but exceed them.
President and Owner at Crest Retirement in June 2014 to Present
Senior Team Manager at Tegrit Group in October 2012 to May 2014
President at Martin Consultants in January 2003 to September 2012
Senior Administrator at Dean Financial Services in September 2003 to August 2006
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Business Planning
Retirement
401k
Leadership
Investments
Sales
Strategic Financial Planning
Consulting
Customer Service
Insurance
Mutual Funds
Retirement Planning
Strategic Planning
Management
Small Business
Asset Allocation
Defined Benefit
Financial Services
Pensions
Nonprofits
Finance
New Business Development
Estate Planning
Series 63
Employee Benefits
Investment Advisory
Process Improvement
Series 7
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Discover more about Crest RetirementWhat is Rob Martin email address?
Email Rob Martin at [email protected] and [email protected]. This email is the most updated Rob Martin email found in 2026.
What is Rob Martin phone number?
Rob Martin phone number is +17047631739 and +16145788353.
How to contact Rob Martin?
To contact Rob Martin send an email to [email protected] or [email protected]. If you want to call Rob Martin try calling on +17047631739 and +16145788353. (updated on November 04, 2024)
What is Rob Martin net worth?
Rob Martin has an estimated net worth of $2,500 to $24,999
What company does Rob Martin work for?
Rob Martin works for Crest Retirement
What is Rob Martin's role at Crest Retirement?
Rob Martin is President and Owner
What industry does Rob Martin work in?
Rob Martin works in the Financial Services industry.
Rob Martin Email Addresses
Rob Martin Phone Numbers
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