David Martinez
✨✨ ♦ Planner for Individuals Financial Goals and Concerns ♦ Exit Strategist for Employers and Emp...
Tucson, Arizona, United States
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David Martinez’s Email [email protected]
Social Media
David Martinez’s Location Tucson, Arizona, United States
David Martinez’s Current Industry Elevate Wealth Management
David Martinez’s Prior Industry Modern Wealth Management | Wells Fargo Advisors | Wells Fargo
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Work Experience
Elevate Wealth Management
Co-Founder & Managing Partner
2023-01-01 - Present
Modern Wealth Management
Financial Advisor
2020-04-01 - 2023-02-01
Wells Fargo Advisors
Financial Advisor
2019-03-01 - 2020-04-01
Wells Fargo
Premier Banker
2013-02-01 - 2019-03-01Skills
Languages
FAQ About David Martinez
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David Martinez is located at
Tucson, Arizona, United States -
David Martinez is a ✨✨ ♦ Planner for Individuals Financial Goals and Concerns ♦ Exit Strategist for Employers and Employees ♦ Chartered Retirement Plan Specialist | Gym Junkie 🏋| Explorer 🌎| Believer ✞ ✨✨
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David Martinez currently works in the Elevate Wealth Management
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No Languages Available
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David Martinez has prior
experience in the following industries:
Modern Wealth Management | Wells Fargo Advisors | Wells Fargo -
David Martinez has the following professional experience:
Elevate Wealth Management | Modern Wealth Management | Wells Fargo Advisors | Wells Fargo -
You can view David Martinez’s LinkedIn profile at LinkedIn URL
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David Martinez’s work email addresses are [email protected]
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Elevate Wealth Management
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