CONTACT US

Irvine, CA, Main Street

Martina Schackman

CFA, CFP®

Senior Retirement Plan Consultant

2040 Main Street, Irvine, CA, USA
Irvine, CA 92614

Martina Schackman Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Martina Schackman Headshot

Professional Certifications

  • CFA – Chartered Financial Analyst
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Martina

Tina has more than 30 years of experience in financial services, starting her career in wealth management and transitioning to an institutional consultant role in 2004. She then spent seven years with Prudential Retirement on their Consultant Relations Team, giving her broad experience in many aspects of the retirement plan industry. Tina joined Focus through the firm’s 2026 merger with Benefit Financial Services Group (BFSG), where she spent 15 years of her career.  

Tina lives in Reno, Nevada, with her husband and dog. In her spare time, Tina enjoys spending time skiing (downhill, cross-country, and water), cycling (mountain and road), paddling (kayak and SUP), hiking, canicrossing, and spending time on Lake Tahoe.

Education and Professional Milestones:

-California State University, Fullerton - bachelor’s degree in business administration with a concentration in finance  

-Keller Graduate School of Management – master’s degree in accounting and financial management