Financial advisor for investments in Martinez, California
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Merrill Lynch Financial Advisor Kate Ma Martinez
● ClosedMerrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Brandon Martinez-Larragoiti
● ClosedMerrill Lynch Financial Advisor Brandon Martinez-Larragoiti is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. They offer personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities to help you achieve what matters most to you. Their approach begins with a conversation to understand your aspirations and concerns, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, they tailor their financial strategies to your individual preferences and goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Ernest F Martinez
● ClosedMerrill Lynch Financial Advisor Ernest F Martinez, located at 28202 Cabot Road, Laguna Niguel, California, United States, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With a focus on relationships, trust, and experience, the team at Merrill Lynch strives to provide personalized advice and integrated financial solutions. Senior Vice President and Senior Financial Advisor Ernest Martinez has been in the industry since 1991 and is qualified to manage clients' portfolios with a customized approach to Wealth Management. By offering Retirement Planning, Wealth Transfer, Insurance, and Lending services, the institution aims to build a solid financial foundation for its clients. With a commitment to understanding clients' needs and aspirations, the team at Merrill Lynch works to design and implement personalized plans to help clients achieve their financial objectives while managing investment risk. Through ongoing communication and adjustments to financial approaches, Merrill Lynch strives to help clients stay on track and adapt to changes in their lives and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Ernest F Martinez is dedicated to helping clients live their best financial lives.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Hannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC
● ClosedHannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard in Bakersfield, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the professionals at Hannink, Tanuwijaya & Martinez are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to help clients navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Bank of America Private Client Advisor Zahira (Zyda) Martinez
● OpenBank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Rene Martinez - Thrivent
● ClosedRene Martinez - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. We specialize in providing financial services and guidance to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Rene Martinez - Thrivent is here to help you every step of the way.
49 Discovery Suite 140, Irvine, CA 92618, United States -
David Martinez - Morgan Stanley
● OpenDavid Martinez - Morgan Stanley is a prestigious finance institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. With a strong reputation in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and asset management. The team at David Martinez - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, you can trust the experts at David Martinez - Morgan Stanley to help you achieve your financial goals.
21250 Hawthorne Blvd Ste 650, Torrance, CA 90503, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRam Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Farmers Insurance - Scott Alstad
● ClosedFarmers Insurance - Scott Alstad is an insurance agency located at 2843 Alhambra Avenue, Martinez, California, United States. Scott Alstad, born and raised in San Francisco, takes pride in serving the insurance needs of Martinez, the Bay Area, and all of California. With over 17 years of experience in the insurance industry, Scott is dedicated to helping customers like you identify the insurance coverage that best fits your needs. Whether you are looking for auto, home, renters, business insurance, or more, Scott can provide personalized assistance to help you make informed decisions about your coverage options. As a Farmers® agent, Scott can help you navigate the complexities of insurance, whether you are looking for comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance-related matters. Scott can also assist you in selecting the right car insurance coverage for your needs and budget, offering online quotes and insurance discounts to help you save money.
2843 Alhambra Ave, Martinez, CA 94553, United States
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