Hrefna Martin is a Certified Financial Planner and Registered Investment Advisor Agent with Merit Financial Partners, LLC (MFP).  She works with clients either on an as needed hourly basis, helping them with specific financial planning needs or on an ongoing basis, helping clients implement and monitor their financial plans and manage or advise on their investments.

Hrefna has over 14 years of experience in Financial Planning and Investment Management.  She worked as an Investment Advisor at Cox Financial Services, predecessor to MFP, in Westport CT from 2015 to 2017, as a Financial Counselor at Resnick Advisors in Westport CT from 2011 to 2015 and as an Investment Associate at Novos Planning Associates in New York NY from 2003 to 2011.

My professional and academic qualifications include:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) certification
  • Diploma in Financial Planning, College for Financial Planning
  • Registered Investment Advisor Agent
  • Enrolled Agent (EA) certification
  • MBA, Financial Management, Pace University, New York, NY
  • B.Sc., University of Iceland, Reykjavik, Iceland

I am a member of the following organizations:

Hrefna S. Martin
CFP®
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