Experience

My name is Francisco Martinez; I was born in 1977. I have managed my clients’ portfolios since 2001 once I finished the Master en Banca y Finanzas (Finance and Banking Master’s Degree) from Escuela De Finanzas Aplicadas de AFI (School Of Applied Finances (AFI International Financial Analyst)). Since I was a young boy, I have been intrigued by the financial world, and that was reflected when I made my debut in the stock market at the tender age of 15. By the time I moved to Alcala De Henares to study for my degree in Economic Science, I had made several investments, allowing me to buy a second-hand car with my returns. My career is my calling- my true passion. I am also registered as an authorized financial agent in Banco De Espana (Bank Of Spain).

Accreditations & Recertifications

I am certified by the CNMV to carry on my business activities. (Master en Banca y Finanzas de la Escuela de Finanzas Aplicadas de AFI y el International Certificate in Wealth & Investment de CISI)

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ANDBANK Partnership

I have been working as an agent with ANDBANK since 2015 (find my registration with the Banco De Espana or Bank of Spain).

ANDBANK has a business model that allows me to access most products in the market, from assets and bonuses of the leading stock markets to investment plans and exchange-traded funds ETF of national and international traders, retirement plans, and investment insurance (Unit Linked, PIAS…) from the top international companies.

I also offer alternative products (Private Equity, Direct Lending, Leasing De Aeronaves, Agribusiness, Energy).

Academic Commitment

Alongside my trading entrepreneurship, I’m associated with Universidad Carlos III, where I have been part of the “Curso aplicado de gestion de carteras” (portfolio management course) as a co-founder of the subject “Gestion de Carteras y Valoracion de Activos” (Portfolio Management and Asset Assessment).

My devotion to finance education has led me to collaborate with many universities and organizations where I do presentations on the subject. My academic passion is also reflected in how I firmly believe in educating my clients on achieving their goals.

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Twenty-plus years of experience

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Client educational guidance

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Investor’s profile

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Transparency and warm natured

Take A Look At My Work Method

CUSTOMERS TESTIMONIALS

"Francisco is always available to help when I’m doing research as part of my job as a journalist. He is knowledgeable in his field and a great communicator."

Sara Rivas Moreno

"Francisco transmits serenity, which is very important in the field he works in, and this is achieved thanks to the time he puts into explaining and going over any doubts that might arise. From going over the course of action to designing a contingency plan, everything is covered with him, and this, along with the tangible results, generates trust and peace of mind."

Luis Miguel Ronco Sánchez

"Francisco knows how to explain to his clients all the factors involved when investing. Thoroughly going over the difficulties and the risk. His vast experience makes him one of the best banking professionals I know."

Jaime Alonso Gila

"I value the most transparency when communicating complex financial matters as Francisco does. He understands and respects my concerns. Thank you, Francisco; you have earned my trust."

Lara Perez

"Thanks to Francisco, I now have more knowledge of how investments work. Unlike my previous experiences, Francisco has taken the time to show genuine concern for my needs and goals. He has made it the norm to explain thoroughly so I can make the most educated decisions. Thank you. "

Helena Herraiz Sanchez

"I would like to spotlight the communications skills Francisco possesses. Making financial information digestible to people such as myself, who don’t have a financial background, is refreshing and something to be grateful for. He is very helpful and professional."

Andrea Malorgio

"Francisco is one of the financial advisors I often turn to when developing financial documents for media purposes and Finect’s website. He is always available and willing to help, bringing light to the topics I write about by sharing his deep knowledge and experience in the financial field."

Santiago Barón Adelantado

"Francisco is quite a professional financial advisor with vast knowledge of the stock market and everything related to the investment world. Hi involvement and proactiveness in offering the best advice are the main reasons he is my financial advisor."

Wuilmer Peñaloza

"I have been working with Paco for many years. He is an excellent professional, very knowledgeable in finance management and personal banking. He currently manages my investments and does it efficiently. He has earned my trust throughout the years, the reason why I recommend him."

Pepe Monserrat Martínez

"Francisco has been a great finding: he is passionate about his job and a true expert in finance. Shortly after talking to him, you can tell that he is very knowledgeable and better off that he enjoys what he does. Those combined translate into trust."

Francisco Bargiela

"It is a delight to trust somebody with one's assets. Not only is Francisco an expert in his field, but also he is approachable and would guide you in accordance with your personal preferences, always considering the market's circumstances, which he knows perfectly."

David Sánchez

"Francisco has been my financial advisor for many years. He perfectly understands my risk tolerance in each situation and would always manage my assets in relation to the market’s circumstances. He is trustworthy and explains thoroughly the strategy and the risk that comes with it. In summary, Francisco is the best banking professional I have met."

Juan Navas

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