Jose Martinez
Senior Financial Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jose Martinez
Senior Financial Advisor, Senior Vice President As a Senior Financial Advisor with Merrill Lynch Wealth Management I work closely with clients to understand their needs and to develop tailored financial strategies that help achieve their goals. I implement those strategies through the global investment strengths of Merrill Lynch Wealth Management and banking and lending strengths of Bank of America. I completed the Wealth Management program at The Wharton School, University of Pennsylvania and earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. office 31••••••65 j••••••••@ml.com
Experience
Senior Financial Advisor, Senior Vice President
Mar 2003 — Present
Education
College for Financial Planning
Accredited Certificate Program
2008 — 2008
Birmingham High School
High School Diploma/GED
1985 — 1988
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