Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
2029 CENTURY PARK E.
CENTURY CITY, CA 90067
Connect with me on LinkedIn
Jose A. Martinez, CRPC® CPFA
Senior Vice President
Senior Financial Advisor
Clients I Advise are high net worth individuals who want their investments built on a solid command of today's markets. They want their investments monitored and revised to keep pace with a rapidly changing economic climate. However, finding that they
lack at least one of the three necessities of wealth planning - a disciplined strategy, a time tested approach or consistent monitoring and review of their investments. When accepting this responsibility, I take the time to truly understand my clients and their individual situations, which gives me the ability to step into my clients' shoes. Using my 20 years of experience and drawing on the vast resources and capabilities of a financial powerhouse, I then design a personally tailored strategy to help meet each client's individual needs and goals.
My Investment Philosophy:
Today's investors need more than information. It takes investment professionals to put that information into context; to know you, your needs and your stage of life; to determine which strategies compliment your goals now and for years to come.
As an investment professional I take the time to learn about your goals and needs, understand your assets and liabilities so we can provide you with customized strategies then monitor and adjust these strategies as necessary so you feel confident in the investment decisions we make.
My mission is to provide quality strategies customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service, accessibility, and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Jose completed the Wealth Management program at The Wharton School, University of Pennsylvania and earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.|Wayne Gelineau
Registered Senior Client Associate
Wayne Gelineau is a Registered Senior Client Associate with over 20 years of experience in the Financial Industry, Wayne handles administrative duties and has the technical skills and responsiveness necessary to anticipate client needs and provide superior service.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Birmingham High School
College for Financial Planning
Personalized advice, disciplined investing and ongoing review can make this a reality.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
External MSG Specialist
Senior Wealth Management Lending Officer
Vice President, Retirement Plan Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.