David Martinez Email
Co-Founder and Managing Partner @ Elevate Wealth Management
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David Martinez Location
- Tucson, AZ, US
David Martinez Work
- Co-Founder and Managing Partner @ (January 2023 - Present)
- Financial Advisor @ (April 2020 - February 2023)
- Financial Advisor @ (March 2019 - April 2020)
- Premier Banker @ (February 2013 - March 2019)
David Martinez Education
- California Lutheran University
Master of Business Administration - MBA (Certified Financial Planning)
2019-2022 - University of Phoenix
Bachelor of Science - BS (Financial Planning and Services)
2015-2017
David Martinez Skills
- Estate Planning
- 401(k) Retirement Savings Plans
- Personal Financial Planning
- Pension Systems
- Retirement Income Strategies
- Risk Management
- Financial Education
- Financial Analysis
- Retirement Plan Consulting
- 401k Rollovers
- Insurance Planning
David Martinez Summary
- David Martinez, based in Tucson, AZ, US, is currently a Co-Founder and Managing Partner at Elevate Wealth Management. David Martinez brings experience from previous roles at Modern Wealth Management, Wells Fargo Advisors and Wells Fargo. David Martinez holds a 2019 - 2022 Master of Business Administration - MBA in Certified Financial Planning @ California Lutheran University. With a robust skill set that includes Estate Planning, 401(k) Retirement Savings Plans, Personal Financial Planning, Pension Systems, Retirement Income Strategies and more. David Martinez has 2 emails on RocketReach.
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