Martin Bel, CFA, AIF

Senior Vice President
CBIZ Retirement Plan Services

A Sense of Security

“I am inspired on a daily basis listening to the stories and sacrifices our clients and their employees share to build a better future for their teams and families. Hard work, a positive attitude and a willingness to start new habits will serve us well in the future.” Martin Bel

(November 2019) – It was just a few months after Hurricane Andrew in 1992 when Martin Bel was introduced to the power of investing. “My friend’s dad was reading The Wall Street Journal and Investor’s Business Daily,” Bel said. “He was sitting in his trailer on the front lawn of his home after it had been destroyed by the hurricane.”

It struck Bel that despite the situation, his friend’s father seemed at ease knowing his investments had cushioned the financial blow.

Now, as senior vice president of CBIZ Retirement Plan Services, Bel has given countless clients that same sense of security when it comes to their finances. He is a CFA charter holder (Chartered Financial Analyst) and an Accredited Investment Fiduciary (AIF). His credits include recognition as a former president of the CFA Society of Orlando, and his team was recognized as a Top 100 Retirement Plan Adviser by PLANADVISER magazine.

“CBIZ is the right fit,” he said, “because it is our mission to focus on our clients’ success and do the right thing.” 

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