David Martinez

David Martinez Work

Co-Founder and Managing Partner

@ Elevate Wealth Management

Financial Advisor

@ Modern Wealth Management

Financial Advisor

@ Wells Fargo Advisors

David Martinez Education

2019 - 2022 Master of Business Administration - MBA in Certified Financial Planning

California Lutheran University
2015 - 2017 Bachelor of Science - BS in Financial Planning and Services

University of Phoenix

David Martinez Skills

Estate Planning401(k) Retirement Savings PlansPersonal Financial PlanningPension SystemsRetirement Income StrategiesRisk ManagementFinancial EducationFinancial AnalysisRetirement Plan Consulting401k RolloversInsurance Planning

David Martinez Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does David Martinez work?

David Martinez currently works at Elevate Wealth Management as David Martinez - Co-Founder and Managing Partner at Elevate Wealth Management.

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