Marty Jensen, TEP®, AIFA®, RF is a managing partner at EfficientPractice.com  who also oversees practice management issues dealing with sustainable stewardship and strategic initiatives for both domestic and international enterprises. He also serves Atlas Family Office Group and Caribbean Trust International as a Managing Director, overseeing business development activities and strategic initiatives, throughout the financial services industry. He is building out a world-class family office platform with subject matter experts and tools for international and domestic multi-generational wealth, legacy and philanthropic planning.

Mr. Jensen has over 35 years of business development and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, comprehensive wealth management programs. His former clients have included broker-dealers, RIA’s, trust companies, assorted financial intermediaries, advisors, family offices and investors in both domestic and international markets. Most recently he served as a managing director for Alliance Trust Company of Nevada, where he still maintains strong ties in the Trust community.

Marty founded United Management Group, a comprehensive RIA/fiduciary best practices, consulting firm. He has served as a “Managing Director” with two different FINRA broker dealers, overseeing their “Wealth Management” and “Investment Banking” divisions. Most of his roles have involved business development, strategic planning, advisory and consulting services.

He is a Certified Analyst with www.cefex.org and an AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com specializing in Fiduciary-Best Practices and Assessment Programs.

Marty founded “The PRIME advisory network” in 1990, creating RIA fee based advisor practice management programs and investment platforms for financial intermediaries. He has been a pioneer in providing “Prudent Expert-Fiduciary Programs” to RIA’s and institutions throughout the U.S.

Marty is a graduate of the University of Nebraska in his hometown of Lincoln. He is a former CIMC and past President of I.I.M.C; Institute of Investment Management Consultants Association (which has since merged with IMCA. He holds a current FINRA Series 7,65 & 66.

He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including: Harvard, Wharton, Cornell, UCLA and Yale.

His passions include assisting others in developing their legacy and philanthropy based ventures.