Our Qualifications
Eric P. Martin
CA Insurance License # 0691729
Eric P. Martin has been a Registered Representative for more
than 21 years. Mr. Martin has an undergraduate degree in Financial
Planning and Counseling.
Mr. Martin is an Enrolled Agent. In addition, he is a member
of the Financial Planning Association and the Tri Valley Estate
Planning Council.
Mr. Martin is very active in the community. He is a current
member of the Rotary Club of Pleasanton, Valley Community Church and thePleasanton Tulancingo Sister City Association.
His wife Anne Athenour Martin grew up in Pleasanton. Anne was a grade school teacher in Pleasanton for more than 15 years. She ttaught at both Alisal and Walnut Grove Elementary schools. She changed careers in 2002 and became a fulltime real estate agent. Anne currently has her real estate license.
Current Licenses/Registrations
- Securities licensed in AZ, CA, CO, HI, ID, NV, PA, RI, SD, TX and WA. Securities offered through Walnut Street Securities Inc., member FINRA and SIPC.
- Life and Disability Income Insurance (includes Medical,
Dental, and Medicare Supplements)
- Registered Investment Advisor represetative with Martin, Wardin &
Eissner Financial Group, a Registered Investment Advisor
Keith Wardin, RHU®
CA Insurance License # 0642789
Keith Wardin graduated from the University of Colorado and
finished his MBA at San Francisco State University. He is also
accredited by the American College as a Registered Health Underwriter.
Mr. Wardin has resided in Pleasanton, CA for more than twenty
years where he has been a vigorous advocate for the business
and non-profit communities. He is Past President of the Pleasanton
Chamber of Commerce and served as chairman of the Pleasanton
Library Project and the Pleasanton Public Art Committee. He
has been a director of Pleasanton Partnerships in Education
and is currently serving as Chairman of the Board of UNCLE Credit
Union.
Current Licenses/Registrations
- Securities offered through Walnut Street Securities Inc., member FINRA and SIPC.
- Life and Disability Income Insurance (includes Medical,
Dental, Vision, and Medicare Supplements)
Gregory J Eissner. CFP®
CA Insurance License # 0B01139
Gregory J Eissner is a CERTIFIED FINANCIAL PLANNERTM practitioner certified from the CFP® Board of Standards and has been helping clients fulfill their financial dreams for over 16 years.
Mr. Eissner obtained his Bachelor of Science Degree in Finance from San Jose
State University in 1991. He continues to further his education as an active member of the Financial Planning Association (FPA).
Greg,his lovely wife, Jennifer, and their two boy's Drew & A.J reside and are very involved in the Brentwood community.
Current Licenses
- Securities offered through Walnut Street Securities Inc., member FINRA and SIPC.
- Life and Disability Income Insurance licensed in CA (includes
Medical, Dental, Vision, and Medicare Supplements)
- Registered Investment Advisor with Martin, Wardin, &
Eissner Financial Group, a CA Registered Investment Advisor.
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