John Martoncik
JM

John Martoncik

Linkedin Profile
Regional 401(k) Sales Director at Lincoln Financial Group at Lincoln Financial Distributors | Seattle, Washington, United States
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About John Martoncik

  • John Martoncik brings over 20 years of experience in the Pacific Northwest to his role as Regional 401(k) Sales Director at Lincoln Financial Distributors, where he plays a pivotal role in shaping retirement solutions for local businesses. In his current position, John collaborates closely with...
    John Martoncik brings over 20 years of experience in the Pacific Northwest to his role as Regional 401(k) Sales Director at Lincoln Financial Distributors, where he plays a pivotal role in shaping retirement solutions for local businesses. In his current position, John collaborates closely with financial advisors, local administrators, and plan sponsors to deliver comprehensive retirement plan platforms that empower employees to achieve their retirement savings goals. His expertise in retirement plan consulting, combined with a deep understanding of 401(k) structures, enables him to tailor solutions that meet the unique needs of each client. At Lincoln Financial Group, John is instrumental in driving key projects that enhance the accessibility and effectiveness of retirement plans. He leverages his extensive knowledge of mutual funds, alternative investments, and tactical asset allocation to provide innovative strategies that optimize investment performance for plan participants. His commitment to education and support ensures that financial advisors are well-equipped to guide their clients through the complexities of retirement planning, fostering a culture of informed decision-making. John’s passion for retirement planning is evident in his proactive approach to client engagement. He regularly conducts workshops and seminars, sharing insights on the latest trends in retirement savings, investment strategies, and regulatory changes. By staying at the forefront of industry developments, John not only enhances his own expertise but also empowers those he works with to navigate the evolving landscape of retirement solutions effectively. His dedication to fostering strong relationships and delivering exceptional service makes him a trusted partner in the financial wellness journey of countless individuals and businesses across the region.
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  • John Martoncik Work

    • Regional 401(k) Sales Director at Lincoln Financial Group at Lincoln Financial Distributors in August 2022 to Present
    • Regional Vice President at CUNA Mutual Retirement Solutions in January 2017 to August 2022
    • Vice President, Sr. Regional Director at Neuberger Berman in January 2014 to January 2017
  • John Martoncik Education

    • College for Financial Planning, Chartered Retirement Planning Counselor ®, (CRPC®), January 2006
    • Fi360, Accredited Investment Fiduciary® (AIF®), January 2018
    • Institute of Business & Finance (IBF), Certified Fund Specialist®, (CFS®), January 1995
  • John Martoncik Skills

    • Retirement401kRetirement Plan Consulting
      Mutual FundsInvestmentsIRAsAlternative InvestmentsTactical Asset AllocationEquitiesFixed Income

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  • About John Martoncik's Current Company

  • Frequently Asked Questions about John Martoncik

    • What is John Martoncik email address?
      Email John Martoncik at j***k@comcast.net, j***k@gmail.com and [email protected]. This email is the most updated John Martoncik's email found in 2025.
    • How to contact John Martoncik?
      To contact John Martoncik send an email to j***k@comcast.net, j***k@gmail.com or [email protected]. (updated on May 06, 2024)
    • What company does John Martoncik work for?
      John Martoncik works for Lincoln Financial Distributors
    • What is John Martoncik's role at Lincoln Financial Distributors?
      John Martoncik is Regional 401(k) Sales Director at Lincoln Financial Group
    • What is John Martoncik's Phone Number?
      John Martoncik's phone (206) ***-*107
    • What industry does John Martoncik work in?
      John Martoncik works in the Financial Services industry.

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