Martha Kern

Chief Compliance Officer (CCO) and Chief Operations Officer (COO)

Contact
646 201 4865 info@planfirstwealth.com
Qualifications

Career history

Martha earned her Bachelor of Arts in Physics and Cognitive Science from the University of Virginia. Upon graduation, she taught high school physics and math in Norfolk, Virginia.

In 2004, Martha started her career in financial services when she affiliated with the New York Life Insurance Company.  In 2019, she joined Plan First Wealth to provide a true financial planning proposition to clients.

Martha currently serves as Plan First Wealth’s Chief Compliance Officer and Chief Operations Officer.

Professionally...

The proudest moment of my career was…

Earning my CFP® designation.

The three things I love most about my job are…

Helping clients reach their goals, building relationships with my colleagues, and enjoying autonomy in my role.

The types of people I most enjoy working with are…

Responsive, accountable, and open.

Away from the desk…

Martha lives with her husband, Ryan, and their three dogs, Maggie, Penny, and Gambit, and cat, Tiger.

When not working, you can find Martha drinking a cold beverage at a brewery, cooking or baking a new recipe at home, or rescuing a stray dog she found on the side of the road.

Personally...

On an ideal weekend, you can find me…

Attending a yoga class, grabbing a beer at my favourite brewery, or enjoying live music.

My favourite holiday destination is…

A country I’ve never visited before.

My favourite song to play in the car is…

‘Pompeii’ by Bastille.

The first album I bought was…

Madonna, Like A Virgin.

If I could be any fictional character, I would be…

Alice in Wonderland.

If I could turn any activity into an Olympic sport, I would win a medal in…

Napping.

When the dessert menu arrives, I’m looking for…

Something I’ve never tried before.

The three qualities that draw me to new people are…

Funny, curious, and quick-witted.

My pet peeve is…

When people aren’t direct and expect me to read between the lines.

The best gift I’ve ever received is…

A KitchenAid stand mixer.

The three people at my dream dinner party would be…

My great-grandmother Edith, my grandmother Martha, and my great aunt Mary. They’ve all passed away, and I’d love one more chance to spend time with them.

The three small things that make my day better are…

My dogs, thank-you notes from clients, and crossing items off my to-do list.

Three things I haven’t done so far include…

Bench press my weight, brew a really good beer, and visit every continent.

Meet the rest of us

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER®

    CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

  • GFP Global Financial Planner (US)

    The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

  • ChFC® Chartered Financial Consultant®

    The all-online ChFC® Program offers extensive knowledge through essential financial planning education courses on insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioural finance, non-traditional family structures, and small business planning.

  • MSFS Master of Science in Financial Services

    The Master of Science in Financial Services (MSFS) is an accredited degree program with concentrations in Legacy or Retirement Planning available. MSFS provides the tools needed to analyse, plan and implement integrated financial and life strategies.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER®

    CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

  • GFP Global Financial Planner (US)

    The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

  • ChFC® Chartered Financial Consultant®

    The all-online ChFC® Program offers extensive knowledge through essential financial planning education courses on insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioural finance, non-traditional family structures, and small business planning.

  • MSFS Master of Science in Financial Services

    The Master of Science in Financial Services (MSFS) is an accredited degree program with concentrations in Legacy or Retirement Planning available. MSFS provides the tools needed to analyse, plan and implement integrated financial and life strategies.

CFP® CERTIFIED FINANCIAL PLANNER®

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

Two simple ways to reach us

Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.

Schedule my call
646 201 4865
Greenwich, CT

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