Ivan M. Martinez , SE-AWMA, CRPC

I believe that communication is instrumental to success in managing life's challenges. That's why I work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.

My Professional Experience Prior to joining Wells Fargo in September 2023, I held a Wealth Management practice at Merrill since 2016 and was part of the consumer banking division at Bank of America since 2012. As a Senior Financial Advisor at Wells Fargo I offer advice based on your goals and priorities– for yourself, your family, and your business. Our goals-based wealth management approach places the investor at the center of our focus, not the market. I can help you understand the pros and cons of every decision and maintain discipline so you can pursue your goals. As your needs or market conditions change, I will continue to work with you to agree upon adjustments to your investment approach.

When I am not in the office, I enjoy spending time outdoors with my daughter, Avril. You can find us hiking, kayaking, attending sporting events or out at the dog park with Dobby, our German Shepperd and Cane Corso, Ash. 

Contact Me if:

• You want to hear more about our wealth management process
• You would like me to help you develop strategies for pursuing your financial goals.
• You are a CPA or attorney interested in providing a resource for your clients