Martin Halbfinger

Marty Halbfinger oversees large-scale strategic wealth planning designed to provide services and solutions for each area of a client’s financial outlook. With over 30 years of experience, he provides financial planning and insight as a Managing Director and Private Wealth Advisor at UBS. Halbfinger holds FINRA Series 7 and 63 securities licenses, providing services in the areas of portfolio management, business planning and succession, credit and lending, insurance, cash and income management, retirement planning, estate planning, and charitable giving.