Relationships, trust, experience; these are some of the values that drive the culture of our Team. Clients don't come to us for a product, they come to us seeking advice. We seek to integrate Retirement Planning, Wealth Transfer, Insurance, and Lending to construct a sound financial foundation. Our goal is to offer a customized approach to overall Wealth Management.
Ernest Martinez is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management and has been a financial advisor since 1991. He is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Ernest graduated from the University of Southern California in 1991 and currently resides in San Clemente with his wife Shelly and 2 daughters.
*Merrill Life Agency's California License Number 0522776
*Lending Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CPWA®, CRPC™
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.
