Neil Martin, CEPA

Neil Martin is a Private Advisor and Vice President at Rockefeller Global Family Office, with a focus on providing financial planning services to business owners and high and ultra-high net worth clients. As a Certified Exit Planner (CEPA), Neil is well-equipped to assist clients in navigating the complex and nuanced aspects of their financial journeys.

One of Neil’s core strengths is his ability to work closely with clients to understand their unique needs and goals, and to develop personalized strategies that help them achieve financial success. His passion for helping others extends beyond his work as a financial advisor; he also works to encourage and enable young adults to pursue education as a means of creating better lives for themselves.

Neil is a proud civil engineering graduate from the University of California Los Angeles and is an active member of the Association for Corporate Growth (ACG). When he is not working, you’ll likely find Neil on the golf course, indulging in his passion for the game.

Prior to joining Rockefeller, Neil worked with the Willis Wealth Partners team at Wells Fargo Advisors and began his career in project engineering. His broad range of experience and expertise make him a valuable asset to his clients.