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Sunrise Wealth Management

Our Team

Our team offers more than 35 years of combined experience with all kinds of markets and economic cycles. Rely on Sunrise Wealth Management, LLC for forward-thinking investment, tax, and estate planning. Keep your horizons expanding with Sunrise Wealth Management, LLC.

Nicholas Healy
Nicholas Healy, CFA, CFP, EA, Owner
Nick has been a professional in financial planning, investment management and tax & accounting since 1982. He provides investment management and comprehensive planning services and tax analysis. Nick earned an MBA from the University of Minnesota with a specialty in securities analysis and portfolio theory. He is a Chartered Financial Analyst, a Certified Financial Planner and an Enrolled Agent. Nick is a member of the Investment Committee at the Community Foundation for Southern Arizona and is a member of the Estate Planning Council, Planned Giving Roundtable, and the Tucson CFA Society. He and his wife, Sharon, have been married 35 years, have 4 children, and 2 grandchildren.

Bob Martin, CFP
Bob Martin, Certified Financial Planner(TM)
Bob is a Certified Financial Planner(TM) and Registered Investment Advisor Representative specializing in comprehensive personal financial planning and investment management services. After a long career in executive-level public service where he developed an extensive background in financial and business management, Bob's interest in financial planning lead him to begin a second career as an advisor in 2007. Bob completed the rigorous education and work experience required to achieve his CFP certification in 2011. He holds a BS in Business Administration - Finance from Northern Arizona University in Flagstaff, Arizona and is a member of the Financial Planning Association. Bob and his wife, Frieda, have been married for over 40 years.

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