STEVEN M. MARTINEZ, CFP®
Steven Martinez, President of Steven Michael Financial Group, is a passionate CFP® Professional and dedicated student of Retirement Wealth Management strategies. For 10 years, he has worked collaboratively with CPAs, Enrolled Tax Agents, Estate Attorneys, Tax Attorneys, and other financial professionals to provide his clients a comprehensive retirement planning decision-making process. A Southern California native, Steven holds a degree in Business Administration from California State University Long Beach.
STEVEN’S RETIREMENT PLANNING FOCUS:
As a CERTIFIED FINANCIAL PLANNER™, Steven uses a fundamentally sound Retirement Planning Process to help his clients achieve success in:
- Insurance Planning
- Tax Efficient Strategies
- Retirement & Estate Preservation Strategies
- Medicare & Preventative Long Term Care Planning
- College Planning for Children & Grandchildren
STEVEN’S PREFERRED RETIREMENT SOLUTION:
PAYCHECKS & PLAY CHECKS - Steven shows his clients how to create life-long retirement PAY CHECKS for living expenses and PLAY CHECKS for retirement fun, travel, leisure time, memories with grandchildren, family and friends.
STEVEN’S TIME AWAY FROM WORK:
Steven is married to his beautiful wife, Gina, and their family is rounded out by their Maltese/Shih Tzu mix, Lexie, who sometimes greets clients at the office. When not attending family or church gatherings, Steven enjoys challenging himself physically and mentally. He has competed in various triathlon races, completed the 22-mile Mt. Whitney hike in one day and run the Los Angeles Marathon. He also completed the “Alcatraz Challenge” in San Francisco, where he swam from Alcatraz Island to shore and then completed a 7-mile run that included a round-trip across the Golden Gate Bridge. All of these activities were life lessons that pushed the limits of his physical, emotional, and psychological strength.