With offices located in Scottsdale and Campbell, CA, the advisors at Robert Martinelli Tax Planning act as lead advisors helping boomers successfully move into retirement, ensuring they maintain their quality of life in retirement. Through a strong business model, they establish a close, meaningful relationship with their clients. The advisors work closely to help their clients envision their future.  Once they identify the client’s important wants, needs and desires, the advisors at Robert Martinelli Tax Planning draft a financial plan. Once the plan is in place, they hire the appropriate support advisors to make clients dreams come true.  With 70 million boomers retiring over the next 20 years, Robert Martinelli Tax Planning wants to assist boomers in feeling financially secure, no matter their situation.

Robert Martinelli Tax Planning

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Robert Martinelli Tax Planning

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