Broker Check

844-WestPac

Manny Martinez, MBA

Manny Martinez, MBA

Wealth Management Advisor

Your future depends on what you do now!

As a poor kid growing up in the inner city of New York in ‘70s and ‘80s, I remember how stressful it was to see my parents struggle to make ends meet.  But I also learned about the importance of saving money, investing wisely, and protecting what you hold most dear.  I decided to take what I learned and dedicate my 30-year financial services career to helping individuals, families, and business owners achieve financial balance.  My team will partner with you to establish a comprehensive protection portfolio, a diversified investment strategy, and a retirement or business exit plan so you can achieve your personal and business goals.

When I’m not working, I enjoy meeting new people and learning about what makes them unique.  I have two wonderful kids who are the light of my life and keep me pretty busy, especially on weekends.  When I can, I like to go Salsa dancing, especially when there’s a live band performing.  I’m a huge New York Yankees fan and will often have the game on TV even when I’m doing chores around the house.

If you’re interested in learning more about what my team and I do and our uncommon approach to financial planning, or just want to meet for coffee so we can get to know each other, just call me at (503) 207-4537 or email me at manny.martinez@theWP2.com.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11850 SW 67th Ave, Suite 100, Portland, OR 97223, 503.207.4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC.  CA Insurance License #0H28641| 2018-65241 | Exp. 08/20