As a Client Service Associate, Martin plays an integral role in supporting our team of advisors and clients and ensuring their needs are met with efficiency, care, and attention to detail. He is dedicated to delivering a seamless client experience and helping foster the strong relationships that are at the core of our practice.
A San Diego native, Martin graduated from San Diego State University with a Bachelor’s degree in Financial Services and holds a Certificate in Personal Financial Planning. He is bilingual in English and Spanish, allowing him to effectively support and communicate with a diverse range of clients.
Outside of the office, Martin is a proud father of two who enjoys staying active at the gym, spending quality time with his family, and exploring new and unique coffee shops and restaurants throughout the San Diego area.