Matthew Martinez
Investment Adviser Representative and Managing Associate @GoldBook Financial
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WORK HISTORY
Investment Adviser Representative and Managing Associate @GoldBook Financial
US
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge as a holistic planner in: advisory services, retirement planning, Roth blueprint and Roth conversion strategies, estate planning, Life Insurance-including 10,15,and 20 pay whole life strategies, Gift of a Lifetime college education plans, or other life milestones, employee benefit and retention services, business continuation strategies, and trust services. As an Investment Advisor Representative and Managing Associate, Matt stays current on products, strategies, industries, and economic trends in order to add value to his clients and professional relationships. I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients. Matt Martinez grew up in beautiful Durango, Colorado. After graduating from Durango High School in 1983 he moved to the Valley of the Sun and attended Arizona State University in Tempe, Arizona. Matt graduated from W.P. Carey School of Business/Arizona State University in 1987 with a Corporate Finance degree.
EDUCATION
Mesa Community College
Associate of Arts - AA, Accounting and Finance
W. P. Carey School of Business – Arizona State University
Bachelor's degree Corporate Finance, Corporate Finance
ABOUT MATTHEW MARTINEZ
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge as a Holistic Planner in: advisory services, retirement planning, Roth Blueprint with Roth Conversion Strategies, life insurance including 10,15, 20 pay whole life policies/ Gift of a Lifetime college education plans/estate strategies, employee benefit and retention services, business continuation strategies, and trust services. As an Investment Advisor Representative and Managing Associate with over 39 years of experience, I stay current on products, strategies, industries, and economic trends in order to add value to my clients and professional relationships. I grew up in beautiful Durango, Colorado. After graduating from Durango High School in 1983, I moved to the Valley of the Sun and attended Arizona State University in Tempe, Arizona and graduated from the W.P. Carey School of Business/Arizona State University in 1987 with a Corporate Finance degree.I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients. Qualifying Million Dollar Round Table (MDRT)- 9 Court of the Table- 6 Top of the TableRising Leader Recognition: 2019, 2020, 2021MassMutual Leaders Conference Qualifier: 3 timesI am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 4900 North Scottsdale Road, Suite Scottsdale, AZ 85251Brokercheck (http://brokercheck.finra.org/)
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