Martin Bel, CFA, is a Retirement Plan Advisor with the Retirement and Investment Solutions practice of CBIZ, specializing in fiduciary risk management and investment advisory services for employer-sponsored retirement plans across the Southeast and Midatlantic regions. With over 20 years of experience, Martin has provided consulting services to Fortune 1000 companies as well as small and mid-size plan sponsors, managing more than $2 billion in qualified and non-qualified plan assets. Prior to their current role as Senior Vice President at CBIZ, Martin held positions at Charles Schwab, Bank of America, and Olde, among others. Martin holds a Bachelor’s degree in Economics from the University of Michigan.
This person is not in the org chart
This person is not in any teams
This person is not in any offices