Full Name
Amira Martin
Job Title
Retirement Plan Consultant
Firm Name
Speaker Bio
Amira Martin, a dedicated professional with a remarkable career journey marked by consistent growth and a passion for helping others. With a diverse background spanning military service, and financial management, Amira brings a unique perspective and a wealth of experience to her role as a trusted retirement plan advisor.
In 1997, she enlisted in the United States Air Force. During her time in the military, she honed her skills as an Air Traffic Controller, showcasing her ability to handle high-pressure situations with precision and attention to detail. Driven by a desire for personal and professional development, Amira pursued a cross-training opportunity and transitioned into the financial management field while still in the Air Force. This came naturally for her, receiving the Distinguished Graduate, Financial Management award from her training in 1999. In 2004, she made her entry into the private sector of wealth management, where she began her journey of learning the intricacies of the business where she rapidly ascended through the ranks, starting out as a receptionist for a wealth management firm and eventually assumed the role of Director of Participant Services, creating comprehensive education programs for retirement participants, and empowering them with the knowledge and tools needed to make informed financial decisions. Seeking new challenges and opportunities to make a positive impact, Amira joined Einstein Healthcare Network as an HR specialist, managing the hospital’s retirement plans, ensuring that employees had access, and remained knowledgeable about their robust and valuable benefits. After enriching her expertise and gaining valuable insights into the needs of her clients, Amira returned to the role of advisor. Armed with a deeper understanding of her clients' experiences and an unwavering commitment to their financial well-being, she has established herself as a trusted partner.
In addition to her professional accomplishments, in 2015, Amira served as President of her local Rotary Club. Through this leadership role, she actively contributed to her community, spearheading initiatives that fostered positive change and improving the lives of those around her. Beyond her professional accomplishments, Amira is actively involved in her church, cherishes her family, and finds immense joy in being a loving spouse and mother to her children. Her dedication to her loved ones fuels her passion for helping others, as she believes in the transformative power of financial stability and security. Today, Amira resides in Delaware with her husband, actively pursuing her mission of making a positive impact in the lives of others through customized retirement solutions. Amira has her Series 65 license administered by Financial Industry Regulatory Authority (FINRA), earned the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA), and her Professional Plan Consultant (PPC®) designation from Fi360. She is also a licensed life & health Insurance agent.
Amira Martin