Jose Martinez
,

Senior Vice President, Senior Financial Advisor
NMLS #558389

2049 Century Park East
Los Angeles, CA 90067
310.858.4765
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jose A. Martinez, CRPC™, CPFA™ Senior Vice President Senior Financial Advisor

Clients I Advise are high net worth individuals who want their investments built on a solid command of today's markets. They want their investments reviewed and revised to keep pace with a rapidly changing economic climate. However, finding that they lack at least one of the three necessities of wealth planning - a disciplined strategy, a time tested approach or consistent review of their investments. When accepting this responsibility, I take the time to truly understand my clients and their individual situations, which gives me the ability to step into my clients' shoes. Using my 25 years of experience and drawing on the vast resources and capabilities of a financial powerhouse, I then design a personally tailored strategy to help meet each client's individual needs and goals.

My Investment Philosophy:

Today's investors need more than information. It takes investment professionals to put that information into context; to know you, your needs and your stage of life; to determine which strategies compliment your goals now and for years to come.

As an investment professional I take the time to learn about your goals and needs, understand your assets and liabilities so we can provide you with customized strategies then track and adjust these strategies as necessary so you feel confident in the investment decisions we make.

My mission is to provide quality strategies customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service, accessibility, and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Jose completed the Wealth Management program at The Wharton School, University of Pennsylvania and earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Meet Our Professional Staff
Daphne Peng
Registered Wealth Management Client Associate
310.858.4798
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Powers
Wealth Strategies Advisor
Bank of America, N.A.
Ramiro R Villegas
Wealth Management Banking Specialist
Merrill
Jason Angel
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #459929
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jose Martinez is registered to do business in AL, AZ, CA, CO, FL, GA, HI, IL, IN, MA, MI, NC, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV.