David Martinez is a Charted Retirement Plans Specialist, CRPS®, who dedicates his time toward Workplace Retirement, Investment Guidance, and Exit Strategies. He began his career in finance in 2013 with Wells Fargo Bank as Personal Banker, and throughout the course of 7 years has advanced into various roles in Private Banking and Wealth Management. Through out his time there he was able to develop invaluable skills and connections with Business Banking, Payroll Processing, Merchant Processing, and Business Insurance. Understanding the holistic wants and needs of the business, the owner, and the employees are at the forefront of his planning and a partnership would mean guidance throughout your career. He graduated from University of Phoenix with his Bachelors of Business, Financial Planning, and is scheduled to graduate with his MBA and CFP in February of 2022 from California Lutheran University.
Times are changing and your business should too; its time you partner with an advisor that will guide you through these changes. David's passion is connecting with people and Modern 401(k) allows him to bring an updated approach towards your business saving you money, time, and stress. This allows you to focus on your passion, your business. "To sum up who I am as a person I am all about being active; from running Tough Mudders, enjoying music festivals, experiencing new cultures, and trying amazing foods!!" When he is not connecting with new business owners he is with his family and friends in some kind of gym or finding new hikes with cliff jumps!
I look forward to connecting with you soon!