Joe Martinez, Cfp® Email and Phone Number
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Joe Martinez, Cfp® personal email
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Joe Martinez, Cfp® phone numbers
Joe’s passion for finance began early in life when he joined the stock market club in middle school. This interest continued throughout high school where he pursued personal finance classes, and into college when he began to focus on investments and financial planning. These courses and experiences allowed him to see the transformative effect of sound financial decisions on a person’s life.Joe’s career began over fifteen years ago, working for a Philadelphia-based regional broker dealer where he was responsible for advisory strategies, asset management, and creating financial plans. He developed a great appreciation for the benefits of holistic client service and was motivated to further his education. Therefore, he completed his CERTIFIED FINANCIAL PLANNER® certification.How exciting to be part of the Entrust team as we focus daily on helping each client achieve their unique financial goals and aspirations!
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Board MemberThe Sustainable Business Network Of Greater PhiladelphiaPhiladelphia, Pa, Us
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Shareholder, Associate Investment AdvisorEntrust Financial Llc Jan 2023 - PresentWayne, Pa, Us -
Client Service AssociateEntrust Financial Llc Jan 2021 - Jan 2023Wayne, Pa, Us
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Financial Advisor With The Footer Financial GroupJanney Montgomery Scott Llc Feb 2016 - May 2019Philadelphia, Us• Gathered and analyzed relevant financial data to develop and present comprehensive financial plans to prospects and existing High Net Worth clients resulting in an increase to AUM of 30% in a 3 year period• Executed trades and monitored all accounts for a practice servicing 160 households with $200M AUM increasing production by 60% in a 3 year period• Performed recurring reviews and analysis of existing client accounts to ensure the asset allocation continued to align with the client’s financial goals• Developed and oversaw marketing initiatives, including website maintenance, newsletters, mailings, print ads and client events to attract prospects• Cultivated existing client relationships in order to provide optimal service and generate referrals -
Senior Managed Account And Mutual Fund ConsultantJanney Montgomery Scott Llc May 2011 - Jan 2016Philadelphia, Us• Educated financial advisors on all of Janney’s advisory programs, which totaled over $20B in assets• Provided practice management support to financial advisors as they transferred their books of business to Janney’s advisory account platforms• Prepared client proposals with suitable solutions by reviewing current positions to determine appropriate asset allocations and identify superior investment options• Established and maintained productive, trusting relationships with financial advisors in order to effectively support the growth of their advisory account business• Presented advisory account solutions at branch offices and met with financial advisors to identify possible areas of improvement for their book of business
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Junior Investment AnalystJanney Montgomery Scott Llc Sep 2009 - May 2011Philadelphia, Us• Performed ongoing due diligence on SMAs, mutual funds and alternative investments• Presented mutual fund recommendations to Janney’s investment committee for addition to the recommended list• Analyzed existing and prospective client portfolios and prepared client specific proposals incorporating mutual funds, ETFs, separate accounts, and alternative investments
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Fee Based Account CoordinatorJanney Montgomery Scott Llc May 2008 - Sep 2009Philadelphia, Us• Led the advisory account operations team’s on-boarding process for over 100 financial advisors, who averaged $81M AUM and $650k in advisory account production• Reviewed, processed, and coded new and closed advisory accounts on Beta and APL• Billed on new accounts, assisted with quarterly billing, and processed invoices
Joe Martinez, Cfp® Skills
Joe Martinez, Cfp® Education Details
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Fox School Of Business At Temple UniversityCertified Financial Planner™ Certification Education Program -
Temple UniversityFinance
Frequently Asked Questions about Joe Martinez, Cfp®
What company does Joe Martinez, Cfp® work for?
Joe Martinez, Cfp® works for The Sustainable Business Network Of Greater Philadelphia
What is Joe Martinez, Cfp®'s role at the current company?
Joe Martinez, Cfp®'s current role is Board Member.
What is Joe Martinez, Cfp®'s email address?
Joe Martinez, Cfp®'s email address is jm****@****ney.com
What is Joe Martinez, Cfp®'s direct phone number?
Joe Martinez, Cfp®'s direct phone number is +157024*****
What schools did Joe Martinez, Cfp® attend?
Joe Martinez, Cfp® attended Fox School Of Business At Temple University, Temple University.
What skills is Joe Martinez, Cfp® known for?
Joe Martinez, Cfp® has skills like Mutual Funds, Asset Allocation, Series 7, Investments, Equities, Wealth Management, Securities, Series 66, Alternative Investments, Retirement Planning, Investment Strategies, Investment Advisory.
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