Martha Cortez's Location
Chandler, AZ, US
Martha Cortez's Work
- Director of Client Relations @ Strategic Income Group
- Financial Paraplanner Qualified Professional @ Strategic Income Group
- Registered Senior Client Associate @ Merrill Lynch
Martha Cortez's Education
- College for Financial Planning
Registered Paraplanner (Financial Planning and Services)
2013 - 2014
Martha Cortez's Skills
- Wealth Management
- Series 7
- Investments
- Retirement Planning
- Mutual Funds
- Series 63
- Portfolio Management
- Equities
- Financial Services
- Fixed Income
Martha Cortez's Summary
Martha Cortez, based in Chandler, AZ, US, is currently a Director of Client Relations at Strategic Income Group, bringing experience from previous roles at Strategic Income Group and Merrill Lynch. Martha Cortez holds a 2013 - 2014 Registered Paraplanner in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Series 7, Investments, Retirement Planning, Mutual Funds and more, Martha Cortez contributes valuable insights to the industry. Martha Cortez has 1 email on RocketReach.
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