McCann Asset Management
Martin McCann is passionate about retirement. During his 25 years as a financial planner, he has seen clients, friends, and family members experience their golden years in very different ways. The people who plan their retirements in advance tend to enjoy active, fulfilling post-career lives. Those who did not take the time to plan end up struggling financially, and fearing overpriced long term care expenses. Martin realized how important it is to help others successfully invest for their futures, which is why his professional goal is to deliver long term guaranteed streams of retirement income for all of his clients.
Martin began his financial planning career in Lodi, California in 1994. Only nine months into his career at American Express (previously IDS Financial Services and currently Ameriprise Advisors), he was promoted to Training Manager and relocated to Fresno, California where he continued to excel in the industry. Martin was promoted again only three years into his career, but this time to Field Vice President. Shortly thereafter, Martin transitioned to Prudential, where he was ranked the #1 manager in the world.
Full disclosure, I have known Martin professionally and personally since his time with Prudential. I have always considered him kind and very knowledgeable about his industry, but I did not realize how accomplished he was until we spoke for this article. I worked with Martin towards the beginning of his 18 year career with One America, where he accumulated most of his certifications: LUTC, Chartered Financial Consultant, and Certified Financial Planner, to name a few. His clients always spoke well of him, and I have entrusted him with some of my own retirement needs.
In November, 2018 Martin founded McCann Asset Management, where he is currently the president and an acting financial advisor. He attributes his passion for retirement to his personal and professional experiences with the stock market crashes in the first decade of this century. The kind of instability he witnessed made him want to help others find long term financial security for themselves and their loved ones. Martin helps his clients determine how much money they need in order to support their lifestyle and long term care needs for themselves, their relatives, and their dependents after retirement.
McCann Asset Management specializes in small businesses, ideally between 10 and 300 employees, although they will happily serve businesses of any size. The goal is to help employees plan for their retirement while also protecting the business owner from retirement lawsuits. Martin developed his own retirement software to best assess retirement needs and guarantee them for life. He understands the complexities of providing these services for his clients and your employees, and he has success in defending employer’s rights. Martin was recently an expert witness regarding 401ks and won 21/21 accusations in the class action lawsuit. This success got Martin featured in various law journals throughout the country.