John Martinez, CFP
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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
  • MN
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

John Martinez, CFP

Education

  • B.B.A., University of Houston

Credentials

  • CERTIFIED FINANCIAL PLANNER®

John Martinez, CFP

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

john.r.martinez@ubs.com
John Martinez, CFP
4400 Post Oak Parkway,Houston,TX,77027

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
  • MN
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Education

  • B.B.A., University of Houston

Credentials

  • CERTIFIED FINANCIAL PLANNER®
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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