Luisa Martinez

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.