Who We Are
The company was
founded
by Donald Martin, MBA, CFP® in 1993 for the purpose of providing
personal
financial services. The company is licensed in California by the
Department
of Corporations as a Registered Investment Advisor.
Donald Martin has a B.A. in Accounting
and M.B.A. Finance, and has passed the rigorous CFP® exam and met
the experience requirements needed to become a CERTIFIED
FINANCIAL PLANNER™ professional. He has
been employed in the financial services industries
for
25 years and has been investing for his own account for 30 years.
We do not get a commission or referral fee for
financial planning. Our only compensation is the fee the client
pays
us, thus our loyalty is to the client. We have no sales quota or
products
to push, thus clients can be assured of objective, independent advice.
We do not take custody of the client's
securities. Instead the clients open an account at a Broker-Dealer who
takes custody of the securities.
We chose the name Mayflower Capital because
people living in Silicon Valley have experienced a similar challenge as
that faced by the original passengers of the Mayflower in 1620: they
traveled a long distance across the ocean to a strange new land in
search of better economic opportunity, and in their earliest years
faced great hardships. Whether you have moved from the Midwestern U.S.
to Silicon Valley or you have moved from India to Silicon Valley, you
have experienced shocking change: very high home prices, gigantic
mortgage balances, high state income taxes, bizarre AMT tax traps, the
dream of making huge employee stock option gains, bad commutes, fast
paced work / life style, with no time to plan your finances.
Mayflower Capital
Donald Martin, M.B.A., CFP®
1000 Fremont Ave. Ste. 135, Los Altos, CA 94024
Telephone (650) 949-0775
February 27, 2006