Martin Gorman, CPA

Martin is passionate about helping clients live great lives while achieving financial freedom and prosperity. To execute this, Martin delivers comprehensive financial planning, investment advisory, and strategic portfolio management services.

Prior to joining Diversified Wealth Management (DWM), Martin obtained his CPA and began his career as an accountant at PricewaterhouseCoopers (PwC). After leaving PwC, Martin spent several years conducting financial analysis for large corporations. Most recently, Martin conducted investment analysis, portfolio management, and business development for an ultra-high net worth family investment office. Martin joined DWM to bring his experience with the tools and processes of institutions and the ultra-wealthy to individuals and small businesses.

Active in professional and community organizations, Martin is a member of the American Institute of Certified Public Accountants, serves as the board treasurer for a Catholic ministry, and mentors a number of young professionals.

Credentials and Professional Designations:

CPA (MN) - Certified Public Accountant: A designation issued by each state, Martin’s license was issued by the Minnesota Board of Accountancy.

*Securities Licenses:

Series 7 FINRA - License for general securities (stocks, bonds, mutual funds)

Series 66 NASAA - License for federal and state securities regulations and investment fee-based advisory services