Welcome to Church Organizers Foundation (COF). We are dedicated to empowering adults with essential financial services and equipping our youth with valuable financial literacy through our FUTURE FINANCE SCHOLARS programs. Join us in fostering a financially informed community where everyone can thrive and secure a future. Together, we can build a brighter future!
Meet the teacher
Hey there! I’m Martin Lee.
I kicked off my finance career twenty-six years ago on Wall Street at UBS PaineWebber, where I worked as a stockbroker, financial advisor, and securities principal. I’ve got my Series 24, Series 7, Series 63, Series 65 securities licenses. After my time there, I started my own registered investment advisory firm, with client assets safely held at Charles Schwab. In 2016, I decided to take my experience into a private family foundation with my wife, Anne, who’s a securities attorney. Together, we’re about providing investment advisory services to the public, along with stewardship and educational services for underserved communities, schools, and churches. Let's make a positive impact together!
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Martin's Broker Background Check
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