AeroLeads people directory · profile
Joe Martinez, Cfp® Email & Phone Number
Board Member
at
The Sustainable Business Network of Greater Philadelphia
1 work email found
@entrustfinancial.com
1 phone found area 570
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Board Member
Location
Greater Philadelphia, United States
Who is Joe Martinez, Cfp®? Overview
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Quick answer
Joe Martinez, Cfp® is listed as Board Member at The Sustainable Business Network of Greater Philadelphia, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at entrustfinancial.com, phone signal with area code 570, and a matched LinkedIn profile for Joe Martinez, Cfp®.
Joe Martinez, Cfp® previously worked as Shareholder, Associate Investment Advisor at Entrust Financial Llc and Client Service Associate at Entrust Financial Llc. Joe Martinez, Cfp® holds Certified Financial Planner™ Certification Education Program from Fox School Of Business At Temple University.
Company email context
Email format at The Sustainable Business Network of Greater Philadelphia
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{first}@entrustfinancial.com
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AeroLeads found 1 current-domain work email signal for Joe Martinez, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Joe Martinez, Cfp®
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!
Listed skills include Mutual Funds, Asset Allocation, Series 7, Investments, and 15 others.
Current workplace
Joe Martinez, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
The Sustainable Business Network Of Greater Philadelphia
AeroLeads page
7 roles
Joe Martinez, Cfp® work experience
A career timeline built from the work history available for this profile.
Shareholder, Associate Investment Advisor
Current
Jan 2023 - Present
Client Service Associate
Jan 2021 - Jan 2023
Financial Advisor With The Footer Financial Group
• 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
Feb 2016 - May 2019
Senior Managed Account And Mutual Fund Consultant
• 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
May 2011 - Jan 2016
Junior Investment Analyst
• 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
Sep 2009 - May 2011
Fee Based Account Coordinator
• 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
May 2008 - Sep 2009
2 education records
Joe Martinez, Cfp® education
Certified Financial Planner™ Certification Education Program
Fox School Of Business At Temple University
Ba, Finance
Temple University
FAQ
Frequently asked questions about Joe Martinez, Cfp®
Quick answers generated from the profile data available on this page.
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 Sustainable Business Network of Greater Philadelphia?
Joe Martinez, Cfp® is listed as Board Member at The Sustainable Business Network of Greater Philadelphia.
What is Joe Martinez, Cfp®'s email address?
AeroLeads has found 1 work email signal at @entrustfinancial.com for Joe Martinez, Cfp® at The Sustainable Business Network of Greater Philadelphia.
What is Joe Martinez, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 570 for Joe Martinez, Cfp® at The Sustainable Business Network of Greater Philadelphia.
Where is Joe Martinez, Cfp® based?
Joe Martinez, Cfp® is based in Greater Philadelphia, United States while working with The Sustainable Business Network of Greater Philadelphia.
What companies has Joe Martinez, Cfp® worked for?
Joe Martinez, Cfp® has worked for The Sustainable Business Network Of Greater Philadelphia, Entrust Financial Llc, and Janney Montgomery Scott Llc.
How can I contact Joe Martinez, Cfp®?
You can use AeroLeads to view verified contact signals for Joe Martinez, Cfp® at The Sustainable Business Network of Greater Philadelphia, including work email, phone, and LinkedIn data when available.
What schools did Joe Martinez, Cfp® attend?
Joe Martinez, Cfp® holds Certified Financial Planner™ Certification Education Program from Fox School Of Business At Temple University.
What skills is Joe Martinez, Cfp® known for?
Joe Martinez, Cfp® is listed with skills including Mutual Funds, Asset Allocation, Series 7, Investments, Equities, Wealth Management, Securities, and Series 66.
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