Alfredo Martinez

About Alfredo Martinez

I’m a financial inclusion and education professional with 8+ years of experience in the financial services industry, focused on empowering underserved communities to build lasting financial confidence.As the Financial Inclusion & Education Officer at Premier America Credit Union, I lead programs that prioritize access, equity, and practical education. I developed Financial Essentials for Reentry, a five-part workshop series for incarcerated youth, and a 12-session financial literacy program for first-year college students—initiatives grounded in empathy, education, and empowerment.I also serve as Vice Chair of Cabrillo Economic Development Corporation, where I support affordable housing and economic opportunities for low- and moderate-income families. This work reinforces my belief that financial stability starts with safe, equitable access to both education and housing.Industry recognition includes:• “40 Under 40” – Pacific Coast Business Times• Emerging Leader Award – National Association of Latino Credit Unions & Professionals (NLCUP)• “40 Under 40” – Conejo Chamber of CommerceCertified by the Association for Financial Counseling & Planning Education (AFCPE), I bring both professional expertise and lived experience, having grown up with limited means and a deep understanding of financial insecurity.My mission is simple: make financial education practical, inclusive, and transformative. Whether through curriculum, community development, or writing, I help others move from financial confusion to confidence.Let’s connect—especially if you believe that financial wellness and housing security should be rights, not privileges.

Experience

1. Financial Inclusion & Education Officer

   Premier America Credit Union

   Aug 2023 — Present

Education

• Association for Financial Counseling and Planning Education® - AFCPE®

  Accredited Financial Counselor®, Financial Counseling

• California State University Channel Islands

  Bachelor’s Degree, Business

  2011 — 2016