Find a CFP® Professional

Don’t See the CFP® Professional You’re Looking For?

Refine Your Search

Check a CFP® Professional's Background

Search by an individual’s name and verify certification status and disciplinary history.


Are You a CFP® Professional?

Update your profile today!

Mr. Stephen W. Martin, CFP®


Oasis Wealth Planning Advisors, LLC

9005 Overlook Blvd
Brentwood, TN 37027-5269
View on Map (615) 881-3954

600 12Th Ave S Apt 803
Nashville, TN 37203-6642
View on Map (615) 881-3954

725 Cool Springs Blvd Ste 600
Franklin, TN 37067-2716
View on Map (615) 881-3954

2615 Medical Center Pkwy Ste 1560
Murfreesboro, TN 37129-2261
View on Map (615) 881-3954

Year CFP® Certification Received: 2002
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Sudden Wealth Management

Typical Client Profile

Average Net Worth: None Provided
Average Income: None Provided
Average Age: 45-54, Generation Y, 35-44, 65-74, Generation X, Baby Boomers, 25-34, 55-64, 75 or older
Profession: None Provided

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

For sample questions to ask when interviewing a CFP® professional, visit

Use of this information by business organizations wishing to solicit CFP® professionals is expressly prohibited by CFP Board.