Martin I. Friedman, CPA/PFS, CFP®  

Marty Friedman founded Friedman Financial Strategies in 1992, after successful tours of duty in public accounting and corporate finance.  He holds the following designations. Marty is a CERTIFIED FINANICAL PLANNERTM practitioner, Personal Financial Specialist from the American Institute of Certified Public Accountants, and is a Certified Public Accountant.  He's also been an adjunct instructor in Northwestern University's School of Continuing Studies CERTIFIED FINANCIAL PLANNERTM Certification Education Program teaching classes in the Investment Planning and Fundamentals of Planning and Insurance Planning areas.

Marty received his undergraduate degree in Accounting from the University of Illinois at Chicago and a graduate degree in Taxation from DePaul University.  He is Series 7 and 63 securities registrations held with LPL Financial and maintains various insurance licenses. 

Mr. Friedman is a well-known and respected speaker on a wide range of financial subjects.  He focuses on financial planning, estate conservation and asset management.  Marty is a Registered Representative with LPL Financial and an Investment Adviser Representative with Level Four Advisory Services, LLC.  Marty has more than 30 years experience in personal and business financial planning.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.