Utilizing his deep tax background and broad investment and financial planning experience, Steve Martin, CFP®, CPA, JD, LLM, Wealth Planning Advisorof Oasis Wealth. Steve acts as his clients' personal CFO. Should you work with Steve and the team, they would help you minimize taxes while structuring a portfolio that ties to your risk capacity and overall goals. Sure, Steve likes spreadsheets, but he is more interested in uncovering, coaching, and encouraging his clients to use their resources in a way that gives them fulfillment and meaning. Steve works with a variety of individuals and families nearing or already retired, including executives, small business owners, medical personnel, engineers, and hard-working professionals, among others.