David Martinez
Senior Lead Planner
David Martinez, MBA, AWMA®, CFP®, is a wealth management leader with a proven record advising UHNW families and stewarding multimillion‑dollar relationships. He has held senior roles at Edward Jones, Charles Schwab, and USAA, where he delivered advanced financial, tax, and estate planning strategies and consistently ranked among top performers nationwide. Known for his strategic judgment, cross‑disciplinary collaboration, and ability to simplify complex planning, he brings a disciplined, client‑first approach to wealth management.
Education: New Mexico State University, B.A; New Mexico State University, M.B.A.
"What we do in life, echos in eternity"
Get to know David
If you could have any skill in the world, what would it be?
Clairvoyance
What’s the top destination on your must-visit list?
The real Cuba
What is the best piece of advice you were ever given?
Protect your time off
What topic could you give an hour-long presentation on with little to no preparation?
Madden Football for beginners