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Steven M. Martinez, CFP®

Steven M. Martinez, CFP®


Steven's passion for helping his clients create plans to enjoy the fruits of their labor, with comprehensive wealth management strategies and solutions, stems from his upbringing where his family's values of hard work and taking care of each other's needs were embraced. Steven began working in his family's business of wealth and tax planning with his mom and stepdad as a young teen, which gave him the values and drive to become the first college graduate in his family. Steven continued his post-graduate studies through UCLA to obtain his Certified Financial Planner™ designation (CFP®). Steven utilizes a three-step planning process that begins with helping his prospective clients better understand their current strengths and weaknesses, directing them towards reaching and enjoying their financial goals, and monitoring and adjusting over time with a well­ designed retirement plan. Helping his clients have a plan that includes both a "retirement pay check" for day-to-day living and "play check" for the fun aspects of retirement is one of Steven's greatest joys in life. Steven's wife Gina is a Speech Language Pathologist with the Bonita Unified School District. Steven and Gina are the proud parents of their first child, Gianna. Their family includes two small dogs, Lexie and Khloe. Steven is passionate about fitness and has completed multiple triathlons, completed the 22-mile Mt. Whitney hike in one day, and ran the Los Angeles Marathon. He also completed the Alcatraz Challenge, swimming from Alcatraz Island to the San Francisco shore.

Using a CFP® focus, Steven best serves individuals that would like to:

  • Develop a retirement plan that can provide the income needed to last their lifetime.
  • Understand the potential of their current investment strategy to ensure efficiency
  • Determine if they can reach their financial goals and retire sooner than anticipated.
  • Receive a comprehensive financial plan to meet their life's financial objectives.
  • Understand their Medicare coverages and supplemental plans available to them.

People that Steven's services can benefit the most are:

  • Within ten years or less from retirement with a minimum of $250,000 of investable assets.
  • Approaching age 65 and will become eligible for Medicare.
  • Have reached the stage in life where a comprehensive financial plan is necessary.
  • Referrals by clients to their family and friends that are in need of his seruices.