• We know the Path to Success
  • With Clarity Comes Confidence
  • Relax with Confidence

About

At Martinson Stoller Advisors we work diligently to monitor the forces that influence your ability to achieve your goals and impact your ability to live with confidence. Your goals, circumstances and priorities inevitably change as time progresses. The markets are in constant flux and legislation undergoes continuous review and revision. We work carefully to minimize the effects of these forces.

Managing your wealth requires that we play an important and ongoing role in your financial life. Simply put, we are your advocates, educators, counselors and partners. We collaborate with you to confidently plan for your financial future and we work with you to anticipate and adapt to life’s changes along the way. We are the voice of experience, acting as an objective sounding board, providing knowledgeable advice with your goals and interests solely in mind.

Equally important is the professional commitment, personal relationship, and care we bring to the all-important task of guarding and growing your wealth.

You’ve worked hard for your wealth – our goal is to make your wealth work hard for you.

OUR TEAM

Ken Martinson

Principal

907-229-6673

Ken Martinson, Principal

For over 30 years Ken has helped families, business owners, and qualified plan fiduciaries meet their financial objectives and responsibilities.

Ken is a Certified Public Accountant (CPA) , a Certified Investment Management Consultant (CIMC), Series 7 General and 63 State Securities Licensed, Series 24 Principal Licensed and Series 65 Investment Advisor Licensed. He is also insurance licensed in several States.

Ken graduated with a B.A. in Business Administration from Seattle Pacific University in 1974. Shortly thereafter he joined the international CPA firm of Ernst and Ernst (now Ernst & Young).

He began his career as an investment professional in 1984. As a Principal of Martinson Stoller Advisors, Ken offers a wide range of investment and financial advisory services to individuals, families, business, and sponsors of participant-directed 401(k) profit sharing and trustee directed (pooled) retirement plans.

Ken has been an active member in Rotary International since 1985 and has chaired numerous committees and served several terms on the Board of Directors.

Ken resides in Danville, California.

Contact Ken
Phone: 907-229-6673
Email: ken@ms-advisor.com

Curt Stoller

Principal

925-932-1800

Curt Stoller, Principal

With over 25 years of experience in the Retirement Planning arena, Curt brings a high level of expertise and passion to the work he does with and for each client.

Curt has an in-depth knowledge of qualified retirement plans including 401(k), Profit Sharing, Money Purchase, Defined Benefit, Cash Balance, ESOPs, and other stock compensation arrangements. As a Consultant, Curt has served both large and small plan sponsors and trustee(s), assisting them administer and manage their retirement plans, prudently invest plan assets, and meeting their responsibilities as fiduciaries.

Early in his career, as a member of Coopers and Lybrand’s Actuarial, Benefits and Compensation Consulting Group, he served national companies in the area of benefit design and administration. Currently Curt is President of The Stoller Company, Inc., a consulting and retirement plan administration firm, President of Stoller Insurance Services, Inc. and Principal of Martinson Stoller Advisors.

In addition to his qualified plan background, Curt has a broad range of expertise in retirement planning, tax planning, and investment management that he shares with his clients to deliver the best service and advice possible.

Curt resides in Lafayette, California with his wife, Jeanette.

Contact Curt
Phone: 925-932-1800
Email: curt@ms-advisor.com

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved