Lantz A. Martin, CFP®, ChFC®, CLU®, RICP®
AVP, Wealth Advisor
lmartin@btwealthadvisors.com
Locations Served
Experience
Lantz began serving clients in the wealth management and financial planning industry in 2013. He joined BT Wealth Advisors in 2019.
Education & Certificates
- The University of Florida, BSBA in Finance
- CERTIFIED FINANCIAL PLANNER ™ Practitioner
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Retirement Income Certified Professional®
- FINRA Series 7, Series 6, and Series 63 Licenses
- Florida 2-15 Life, Health and Variable Annuity License
Getting To Know Lantz
Lantz was born and raised in South Tampa and graduated from the University of Florida. Lantz likes to watch and play sports, including golf and tennis. He is an avid Gators, Bolts, Rays and Bucs fan. Lantz also loves traveling with his wife, Briana, and they are both actively involved in the local church.
Featured Articles:
Information Gathering: Tell Your Story
Defining Financial Planning Goals: Start With Your Values
Financial Planning in Volatile Markets