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Shalina Martos (CDFA, CFP®, Chartered SRI Counselor™, CIMA®)

Shalina Martos focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive Financial Planning, Concentrated Stock Positions, Stock Options, Retirement Planning, Retirement Spending Strategies, Social Security Planning, and College Education Planning

Additional Information

After more than two decades of working for companies like Smith Barney, Charles Schwab, Merrill Lynch, and a couple of fiduciary Registered Investment Advisory firms it was time for a change. At this point in my career, I had expected to see more women in positions of ownership and wielding real decision-making power. Rather than idly hope for any potential evolution in the field of finance, I decided it was time to create a revolution. One that provides an inclusive, educational, and welcoming space for sharing and growth. Investing for impact is also a top priority. Supporting no-kill animal shelters, protecting our oceans and sea life, making small, daily decisions to lower my carbon footprint, and directing my dollars to like-minded businesses are a few ways I strive to make positive changes. Creating a mentoring program for young women in finance is on the horizon too. I envision a Martos Wealth platform designed just for them.

Outside of work, family times are spent traveling to new places, golfing, beaching, dialing up the cooking channels, enjoying the laughter that my favorite comedians bring to life, and building campfires in our lovely backyard while imagining my next vacation.

NAPFA Start Date

April 07, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit