Brooke L. Martinez

Helping people pursue their goals and aspirations is my inspiration.  Whether a client is just starting out and is charting their investment journey, or transitioning to a new phase of life, or a seasoned investor ready to head into retirement but looking to firm up their plans, I help educate them about their options and guide them through the planning and investing process.  Using my experience and expertise to help clients identify strategies for their goals is my passion.  I’ve honed my process for providing financial advice over 20 years in the industry, watching investors and their families grow and change. During that time, I’ve deepened my knowledge and kept on top of industry changes by obtaining designations as an Accredited Wealth Management Advisor ^SM and Certified Financial Planner^TM.