LOOKING FOR A FINANCIAL ADVISOR?
Hello, my name is Francisco Martinez. I have managed my client’s portfolios since 2001. Still hesitant about why the need for a financial advisor?
Francisco Martínez, Financial Advisor
My name is Francisco Martinez, although most people know me as Paco. I am a registered Financial Advisor with Banco De Espana (Bank of Spain.) I have been managing portfolios of individuals and companies since 2001, developing my career as a financial advisor with multiple entities.
Twenty-plus years of experience
Client educational guidance
Investor’s profile
Transparency and warm natured
CUSTOMERS TESTIMONIALS
Financial Services
Succession Planning
Building an estate requires the right planning and management to maximize our legacy. Applying the best solution and ensuring your estate is regularized is the efficient way to guarantee wealth.
Retirement Plan
Depending exclusively on a public retirement plan might not be enough to maintain our previous lifestyle. Acknowledging this risk can help us proactively plan and assign resources to obtain the best results.
Liquidity Management
Quantifying and proactively managing the liquidity destined to cover unforeseen events is a must to avoid loss and optimize our financial resources.