Jacquelyn L. Martinez

As a Financial Advisor who carries the Sports & Entertainment Accredited Wealth Management Advisor™ designation, I help clients organize, protect, and strategically grow their wealth by providing coordinated goals and estate focused wealth planning and investment advice.

A personalized financial plan is going to serve as the foundation of your relationship with me. We will begin by developing a complete understanding of your financial landscape which includes income, assets, liabilities, existing investments, risk tolerance, family considerations, and your short and long-term goals.

From there, we will build a personalized wealth strategy designed around what you want to accomplish and the timeline in which you want to accomplish it.

For Sports & Entertainment clients, many of which are first-generation wealth builders, that may also mean planning around fluctuating or contract-based income, career transitions, business interests, taxes, family responsibilities, and creating financial security that lasts beyond your active careers.

I also coordinate with your existing CPA and Estate Attorney so that your investment, tax, and estate strategies are working in coordination with one another. Your Attorney and CPA provide legal and tax advice, while I help ensure their recommendations are incorporated into your broader wealth strategy and investment needs. If you do not already have those professionals on your team, I can introduce you to several qualified professionals for you to interview and independently select.

This is an ongoing wealth advisory relationship, not a one-time transaction. I will meet with you periodically to review your progress and adjust your strategy as your finances, goals, personal circumstances, or market conditions change.

As your Financial Advisor, I am also held to a professional standard, meaning I am required to always act in your best interest. I also understand that privacy is especially important for public-facing clients. Our relationship is confidential, and information would only be shared with other parties with your knowledge and appropriate authorization.

Ultimately, my role is to serve as your wealth management concierge. Helping you make informed decisions, coordinating with different professionals involved, and keeping your entire wealth strategy aligned with the life and legacy you want to build for you and your family.
A Little About Me

I am a proud Bronx native, the youngest of three siblings, and a first-generation wealth builder myself. Growing up with two older brothers, I was constantly involved in sports, from basketball and flag football to eventually discovering boxing at 18. I went on to compete as a junior welterweight through USA Boxing Metro and participated in the New York Golden Gloves, experiences that taught me the value of discipline, preparation, resilience, and consistency.

Fitness remains an important part of my life today. I continue to train regularly with the same strength and conditioning coach I have worked with since my boxing days, and I developed a passion for weightlifting during the pandemic. Outside of work, you will often find me cooking and meal-prepping to support my fitness goals, exploring New York City's restaurant scene with friends, visiting art exhibits and comedy shows, or spending time with my British Bombay cat, Isis.

As a proud Nuyorican, family and culture have always been central to who I am. While I grew up in the Bronx, Puerto Rico is the place where I have always felt most connected to my roots and where I feel most at home when visiting family.

My passion for collaborating with athletes and entertainers comes from understanding many of the unique challenges they face. Many are first-generation wealth builders who come from communities where financial opportunities and guidance were not always readily available. They often have a limited window to earn and accumulate wealth, making the decisions they make during those years especially important. I also recognize the sacrifices many have made to reach the highest levels of their professions, often dedicating themselves to their craft from childhood. Athletes, in particular, place tremendous physical demands on their bodies in pursuit of excellence and for the benefit of both their sport and its fans.

Helping successful individuals transform today's earnings into lasting family wealth is one of the most meaningful aspects of my work. I believe thoughtful planning can do more than improve someone's financial future. It can create opportunities for future generations and help build a lasting legacy.

*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA®, and the SE-AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.