Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


John Martinez, CFP

Senior Vice President–Wealth Management

Financial Advisor

I take pride in developing comprehensive financial plans for my clients. Since 2002, I have gained the knowledge and experience essential to educating clients about their portfolios and for developing financial plans according to their individual goals and objectives. Retirement planning, stock option plans, and Rule 144 issues are my primary areas of concentration. My hobbies include spending time with family, weightlifting, basketball, taekwondo, and traveling. I am also involved with the Hispanic Heritage Foundation.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IN
  • KS
  • LA
  • MA
  • MS
  • NC
  • NJ
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY


  • B.B.A., University of Houston


4400 Post Oak Parkway
17th Floor
Houston, TX 77027
  • (713) 957-7052

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager