Luisa Martinez
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Luisa Martinez is a financial consultant with 15 years of experience in the finance industry. Currently based in Palo Alto, she builds long-term relationships with clients through wealth management and investment strategy solutions. In her previous role, she served as an equities expert and risk assessor in the portfolio management team. Luisa has also held various roles as an advisor, leading negotiations and presentations with investors, shareholders, business partners, and high net worth clients. She has also worked as a relationship manager for several of her high net worth clients. Additionally, Luisa has taught financial education courses in English and Spanish.
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I have 15 years of experience working in the finance industry in a variety of roles. Currently I am a financial consultant in Palo Alto where I build long-term, dedicated relationships with clients by guiding them through diverse wealth management and investment strategy solutions. In my previous role, I served as an equities expert and risk assessor in the portfolio management team of the investment advisor I helped build from the ground up. As a founding member I have also filled many of the roles needed as the advisor has grown. I have led and been part of negotiations and presentations with investors, shareholders, business partners, and our high net worth clients. I set up and headed the operations department and served as the relationship manager for several of our business partners including our custodian. Previously I have been an equities trader, created and taught financial education courses in English and Spanish throughout the US and Mexico, worked as a consultant in business projects for American companies in Mexico.
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Financial Consultant
Financial Services
Luisa Martinez's Professional Milestones
- Financial Consultant (2020-09-01~): Provided strategic financial solutions to clients, optimizing their business processes and ensuring financial stability.
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Hailey Sharp
Owner
Other Named Luisa Martinez
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Luisa Martinez's social media include: Linkedin,
Luisa Martinez works for Fidelity Investments
Luisa Martinez's role in Fidelity Investments is Financial Consultant
Luisa Martinez works in the industry of Financial Services
Luisa Martinez's colleagues are John Grdina,Steve Boyd,Laurie Jacques
Luisa Martinez's latest job experience is Financial Consultant at Fidelity Investments