Bill Martin is Earned’s Chief Wealth Officer, specializing in tax smart investing, private investments, and tax planning for physicians. He authored The Smart Financial Advisor and has been a guest contributor on The White Coat Investor, The Prudent Plastic Surgeon, Medical Economics, The Art of Medicine podcast, and WealthTech on Deck podcast. Bill has served on a number of industry advisory councils, including JP Morgan, Fidelity, American Bankers Association, and iCapital.
Education:
MBA, University of Kansas, CFA Charterholder
Previous Experience:
INTRUST Bank, FolioDynamix, SunGard