Blair Martin, managing principal of Stonebridge Financial Group, currently leads a team of financial professionals in providing strategic financial services and ongoing, proactive support to his corporate and private clients. At Stonebridge Financial Group, he creates customized financial strategies designed to preserve and grow corporate and private clients’ investment portfolios based on their individual goals. Blair began his financial career in 2001 at American Express Financial Advisors, where he gained valuable experience in individual wealth management and goal-based financial plans. In 2004, Blair was recruited to join Smith Barney, where he expanded his practice to encompass corporate retirement plans and executive benefits. He gained recognition for his knowledge of 401k plans and exceptional client relations. In 2009, he was asked to join Stonebridge Financial group, where he joined the Elite Producer Group. Blair holds an Accredited Investment Fiduciary designation. He received a BA degree in International Business and French from the University of Oregon and an Associate’s degree in Viticulture, which he puts to use in his family’s wine business, Toby Lane Vineyards. A lifelong resident of Marin County, California, Blair lives with his wife Jana and their two children.
California Insurance License #0D56980