Broker Check
David Martinez

David Martinez

Financial Planner and Vice President

As a Financial Planner, David Martinez is determined to provide an exceptional experience for his clients. He believes that through education, involvement, and planning, he can help make an impact in his clients’ lives. He focuses on each client’s goals and aspirations; from there he creates a roadmap on how to get them from their current destination to where they want to be. David is also a 401(K) specialist and part of the Modern 401(k) team.

David has been in financial industry for seven years, where he has had the opportunity to work in different sectors, including retail banking, wealth management, investment advice, and consumer & business lending. Each sector provides a wealth of knowledge that he using as a Financial Planner.

David is Tucson native, born and raised. He attended University of Arizona and University of Phoenix, receiving a bachelor’s degree in business financial planning. He is currently enrolled at California Lutheran University working on an MBA with Certified Financial Planner certification.

In his free time, he loves to run the Rillito river, play basketball throughout the city, and try new restaurants with his three brothers. His parents raised him and his brothers to respect and care for their communities. As a result, he has been involved in volunteer opportunities such as Toys for Tots, Junior Achievement, and Tucson Festival of Books.