Bart Martinez Email & Phone Number

I help build, manage, protect and transition wealth for my select group of clients. Wealth encompasses investments, estate investment planning and liability management. I utilize risk management through insurance and asset protection strategies.My process is a discipline that always begins by thoroughly listening to my clients. I learn and understand their current situation, past situations, and goals, hopes and projections for tomorrow. Using the information gathered from my clients, I then formulate personalized wealth solutions. I pride myself on presenting technical information in an easy to understand manner. With my clients' permission, I'll implement the solutions in an objective, unbiased and cost-effective manner. Furthermore, we can meet to review the performance of your portfolio and make any adjustments based on market conditions, tax laws and/or major life events.I am a CERTIFIED FINANCIAL PLANNER™ professional and as a CFP®, I am held to rigorous ethical standards and must always act in my clients' best interest. I also obtained a BS in Business, Finance from San Diego State University. I am proud to work alongside an established financial team that has a culture of personalized guidance, state-of-the-art technology, teamwork and community support.My wife, Nora, and I have been active in the Del Mar community along with our son, Jack. I am a passionate golfer and a member at Morgan Run. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MI, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, and WA only.CA Insurance#0D02658Please contact me by email bart.martinez@wfadvisors.com or by phone 858-523-7900. I cannot respond to messages through LinkedIn./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  San Diego State University

  Finance