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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.

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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
  • 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
  • (713) 957-7052

Email Me

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ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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As of 03/31/2024

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