• There are no suggestions because the search field is empty.
Back to resources

Nolan Martin Promotion

Nolan was recently promoted to Wealth & Tax Manager and has consistently provided insightful guidance to our clients.

IDA recognizes Nolan Martin, CFP, EA from our Carlsbad location for his recent promotion to Wealth & Tax Planner. With his dedication, Nolan has consistently provided insightful guidance and support to our clients. We can’t wait to see him continue to make a positive impact in this new role.

View more about Nolan here.

You many also like

Podcast : Financial Detox®

Rating Systems And Target Rate Of Returns

Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in...

Read more
Podcast : Financial Detox®

What Is Debt?

Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the U...

Read more