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Bill Martin, CFA 

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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

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Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.