SACC-Seattle Vice President
Title: President – Northern Lights Registered Investment Advisors
With more ten years of industry knowledge and experience in wealth management, Martin Lundgren, President and founder of Northern Lights Advisors, Inc. delivers exceptional service in advising clients on retirement planning, asset allocation and manager selection, and portfolio management. He has previously served as a Client Relationship Director for a private wealth management service provider, advising wealth managers with over $10 billion under management. He was also responsible for large client relationships, investments, and asset allocation at a large multi-family office. Mr Lundgren was also a project manager and business analyst in the high net worth wealth management industry.
Prior to joining the world of wealth management, Martin worked in the telecom and IT industries where he acquired valuable expertise in various aspects of the technology industry, consulting and business development. Mr. Lundgren holds the Chartered Financial Analyst (CFA) designation, considered the gold standard in the financial industry, and is an active member in the CFA society’s local chapter. Additionally, he holds a Certificate in Investment Performance Measurements (CIPM), an expert investment performance calculations designation. Lastly, he is a certified Project Management Professional (PMP).