Manuel Martinez (CFP®)

Manuel Martinez focuses in the
following client markets or areas of practice:

  • Business Owners
  • Federal Employees
  • Medical Professionals
  • Middle Income Client Needs
  • Millennials
  • Special Needs Planning

Planning Specialties

We answer all your financial questions. We make sure you address all your financial needs. We fix broken investment portfolios.

Additional Information

Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and registered investment advisor representative with 17 years of financial planning experience.

NAPFA Start Date

July 05, 2022


This Office

806 Johnnie Dodds Blvd Suite Suite 202 Mount Pleasant, SC 29464 Phone: (843) 628-2892