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Martin Bel, CFA, AIF®

Senior Vice President

EMail: mbel@cbiz.com
Phone: 407-949-5602
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Overview

Martin is a senior vice president for CBIZ Retirement Plan Services. He works with plan sponsors to help them meet their organization’s retirement plan goals. Martin implements the CBIZ RPS proprietary fiduciary risk management process known as The CBIZ RPS Fiduciary Risk Manager™, which was established to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations.

 

Martin formerly officiated NCAA mens and womens soccer for 24 years.

Education

  • B.A., Economics, The University of Michigan
  • M.B.A., Economics, Rollins College

Professional Designations

  • Chartered Financial Analyst (CFA)
  • Accredited Investment Fiduciary (AIF®)

Community Involvement

Martin is a former President of the CFA Society of Orlando and serves as a trustee on the City of Lake Mary Firefighter’s Pension Board. He is also a volunteer Board Member of the All Souls Catholic School and an active member of the Rotary Club of Lake Mary.

In his free time, Martin enjoys volunteering at CFA and Rotary community awareness events, as well as university outreach events.

Awards

  • CBIZ RPS has been named a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.

Associated Offices

Orlando - CBIZ RPS - Orlando 2290 Lucien Way
Suite 260
OrlandoFL  32751
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