Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Martha joined Merrill Lynch Wealth Management in 2018 with 28 years of financial services experience. She was previously employed at Morgan Stanley from 1995-2008 where she served as not only a Vice President but as Assistant Branch Manager of the Long Beach Branch. The lessons she has learned during her long tenure in the industry have proven invaluable in guiding clients through today’s complex, ever-changing investment environment. Her goal is to empower her clients to create the lives that they envision for themselves, their families, and their communities.
Taking the time to understand her client’s needs, wants, and challenges, Martha derives great satisfaction in helping them achieve their life’s goals and fulfilling their dreams.
Martha’s caring, and empathetic personality helps put clients at ease, earning their trust to help guide them in their financial endeavors which in turn allows them to lead their best life.
Martha earned her bachelor’s degree in Business Administration with an emphasis in Finance from California State University in Fullerton. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Certified Plan Fiduciary Advisor (CPFA) designation, and is a member of the National Association of Plan Advisors. Martha is also a Portfolio Manager in the firm's Investment Advisory Program. Martha previously taught Successful Money Management classes at local Community Colleges such as Orange Coast, Rancho Santiago, Fullerton and Cerritos College.
Martha and her husband, Bruce, live in Cypress, California, and have two daughters, Katrina and McKenna. She is an Executive Board Member of Alzheimer’s Orange County and a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Fluent in Spanish, Martha enjoys cooking, skiing, hiking and traveling.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
English & Spanish
California State University System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.