Who We Are
was founded by Donald Martin, 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
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 30 years and has been investing for his own account for 38 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, if the client is obtaining flat-fee or hourly advice. If the client is obtaining "assets under management" from the company we use a sub-advisor who would use a Custodian to take custody of investment assets under management.
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.
Donald Martin, CFP®
19925 Stevens Creek Blvd. Suite 100
Cupertino, CA 95014
Telephone (650) 949-0775
Feb. 1, 2019