Jason Martinez has over 14 years experience in the financial planning and investment field. Along with experience in asset management and investments, Jason also takes into account the need of preparation for long-term care needs, retirement income, and estate planning. Many life events can have the potential for a major negative effect on a client's portfolio much like a bear market, but with proper planning, those life events can be addressed and solved for to make sure your financial goals are still within reach.
Jason earned a Bachelor of Arts degree in Economics from the University of Texas at San Antonio. Jason also holds a Series 7, 31, 66 and life insurance licenses.
Jason welcomes the opportunity to sit down with you and your family to listen and learn on what financial needs are important to you.