Press & Media
Tom Martin is the Founder & President of Clear Path Financial Planning, a modern financial planning firm nestled in Cheshire, Connecticut. His life’s mission is to help busy professionals find a work-life balance that also fuels their dreams.
As President of Clear Path Financial Planning, an independent practice offering securities through TD Ameritrade Institutional, Inc., Tom believes that successful wealth management is about creating fluid life financial plans, not emergency retirement plans. It’s about finding ways for his clients to enjoy life today, while still satisfying their ambitions, health, and goals for the future.
Tom Martin has become a well-known financial expert and a go-to resource for national media outlets for discussions around college, student debt, and millennial money. He has redefined what retirement should look like for millennials —that, as a society, we need to stop associating “retirement” with hospital stays, medical bills, and the inability to enjoy a life of leisure. Tom has been featured on The Street, Business.com, Guidevine, Discover, and more. He’s also a thought-provoking speaker and host and enjoys spreading his knowledge about getting a better return on life, finance, entrepreneurship, and investing wisely.
Tom Martin grew up in North Haven, Connecticut. He has a long family history of military service that can be traced back to the American Civil War (1861-1865). Both his father and grandfather served in the U.S. Air Force, with his grandfather being a pilot in World War II. Tom also carried the torch, having served in the U.S. Navy and fought in two foreign wars onboard the U.S.S Leyte Gulf (CG-55), a Ticonderoga-class guided missile cruiser. He was the youngest enlisted to earn a Surface Warfare Specialist (SWS) designation. Today, he resides in Cheshire, Connecticut with his wife and two boys. When he’s not working, he enjoys his time reading and writing about business, finance, and psychology. But nothing gives Tom more joy than the intimate company of close friends and sharing in some laughter.
Tom Martin’s philosophy has been influence by many great leaders of our time, most notably the former First Lady, Barbara Bush. Bush stressed the importance of family and cherishing connections with other people, and so does Tom.
Tom Martin teaches us that while being fiscally responsible is important, no amount of money can substitute for the value of time and experiences spent with loved ones. When we are gone from this world, nobody is going to be talking about our money or accomplishments. They’ll be talking about the memories we have left with them. Let’s make sure we give them a good story to talk about.
PERSONAL FINANCE TALKS
Enjoy an entertaining and practical approach to understanding personal finance. Through candid advice and humor, this presentation delivers the essential lessons in personal finance, allowing participants to take control their financial lives and increase their odds of achieving their goals.
Tom will reveal the financial challenges facing our society (especially Millennials) and provide the means to overcome them. Participants will be surprised to learn that most of what they need to know has nothing to do with investments and that they don’t need to be a financial wiz to obtain the financial foundation they deserve.
You will learn
- Objective, actionable, and practical financial advice that can be implemented immediately.
- How to identify, quantify and prioritize multiple financial goals.
- Systems to master budgeting and build discipline around cash flow.
- When to start investing for your financial future.
- What financial independence really means and how to achieve it.
These talks are great for
- Building a solid financial foundation for a lifetime.
- Utilizing tried and true processes for taking control of your financial life.
- Encouraging personal and professional achievement.
- Optimizing your organization’s productivity and work ethic.
Timing and Logistics
- 60 minutes (45-minute presentation followed by 15-minutes of Q&A).
* Please provide projector and screen.
WHO IS TOM MARTIN?
An enthusiastic, sought-after financial planner and host, Tom has produced a number of speaking programs for a variety of companies and organizations. He loves having the opportunity to share what he’s learned in creating a modern financial practice that services today’s generation of professionals in law, medicine, and business.
Tom’s speaking programs are educational, of course, but he also strives to provide some humor, but in a nonjudgmental and relatable way. In addition to speaking, we’re also happy to create educational material and collateral for you provided that we have enough advanced notice.