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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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