Wendy
Martinez
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Here to act in your best interests
About me
I chose to be a financial planner because I’m passionate about helping my clients work through their financial challenges to build a secure future for themselves and their families. Away from work, I’m often hiking in the mountains with my husband and son, doing yoga, reading, listening to podcasts or taking on yet another exciting DIY project.
Certifications
Chartered Retirement Planning Counselorâ„¢
Education
Studied, Business Administration - Metropolitan State University
Visit one of our Locations
Denver - Loveland (Appt Only)
1635 Foxtrail Drive
Suite 125
Loveland, CO 80538
Denver I - Westminster
1120 W. 122nd Avenue
Suite 300
Westminster, CO 80234
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
