Victor Martinez

, Senior Wealth Advisor
Portrait of Victor Martinez

Victor brings a wealth of knowledge and experience accumulated over 15 years at both Morgan Stanley and Merrill Lynch, where he worked in New York and Southern California. During this time, he served clients across diverse industries, addressing their varying needs. Victor is committed to delivering a level of service and personal attention that mirrors his own expectations.

His approach revolves around offering clients flexible and customized planning, conflict-free compensation, tax-efficiency, and, above all, transparency. Victor initiates each client relationship by asking pertinent questions and listening attentively to understand what is most important in the clients’ lives. This enables him to gain a comprehensive understanding of their lifestyle, resources, goals, family, and business. Subsequently, his team collaborates with the client to develop tailored, disciplined, and repeatable strategies that can be adjusted as clients navigate life’s journey.

Victor holds the Certified Divorce Financial Analyst (CDFA®) designation, working closely with family attorneys to address the financial needs of individuals undergoing divorce and embarking on a new chapter in their lives. During these emotionally charged times, Victor helps clients make objective decisions, guiding them through fears and anxieties about their future lifestyles and advising on strategic market investments to minimize risk and tax exposure.

Outside of his professional endeavors, Victor, along with his wife, is raising two children. You can often find him cheering on his kids during hockey, swimming, and tennis practices or supporting the Lakers and New York Rangers. Committed to giving back, Victor is actively involved in various charities, including The Blue Eagle Circle, which provides college scholarships for promising students, as well as Pets for the Elderly and Meals on Wheels America.

Residing in Palos Verdes, California, Victor creates a balance between his professional and personal life with his wife and two children.