Michael Martinez (CFP®, CRPC®)
Michael Martinez focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Michael Martinez is the Founder of Live, Learn, Grow Wealth Management, LLC. Michael has worked in the financial services industry for nearly a decade, first in the late 1990’s and then returning to the industry in 2011. He likes to say that the reason he entered the industry is because, “we all need support and I enjoy helping people”.
Michael received a Bachelor of Science in Administration with a Finance Concentration from California State University, San Bernardino. He began his career at a large broker/dealer. While it was certainly valuable experience, Michael believed that the best way to help people enjoy their journey towards achieving their goals was to establish his own Registered Investment Advisory firm which led him to forming Live, Learn, Grow Wealth Management, LLC.
Michael has worked hard to study and develop a platform that supports the needs of his clients. He finds the greatest enjoyment in working with a select group of clients who can utilize his expertise in their lives. Michael labors to build strong and lasting ties with his clients and takes great pride in their personal and financial success through education, understanding and growth.
Additional Information
Michael and his family live in Walnut, California.
Michael served in the United States Marine Corps from 1991 - 1995.
In his spare time, Michael enjoys spending time with family and friends, riding Harley’s and attempting to hit a golf ball.
NAPFA Start Date
November 10, 2017
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