Abraham Martinez

Abraham Martinez

Financial Advisor/Chief Operating Officer

Having grown up with three older brothers, Abraham was not prepared for the sacrifices women make when they’re pregnant. Two daughters later, it’s fair to say he has mad respect for women.

Abraham Martinez believes that understanding clients’ motivations and values is key when helping them build a path toward their goals. No matter a client’s long-term objectives or current circumstances, he strives to help each individual foster a truly satisfying financial life. Proactive, creative, and driven, Abraham stays up-to-date on the changing landscape of the financial world and works to find positive solutions to each client’s needs.

Abraham enjoys collaborating with our team to serve a diverse range of clients. Whether you’re starting a business or navigating employee stock options, he can help make sense of the financial complexities and find thoughtful, strategic solutions. For clients planning their estates or considering retirement, he can also help ease transitions and support families across generations. Abraham’s philosophy is that each client should feel like family.

Education, Accreditations & Awards
  • MBA from San Francisco State University
  • B.S. from San Diego State University
  • Universidad Antonio de Nebrija - SPAIN, Study Abroad
  • Accredited Domestic Partnership Advisor designation
Industry Focus
  • Employee Stock Options
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Elderly Planning
Community Involvement

Abraham is actively involved in his children’s school communities, including serving as a board member. He has also volunteered time or donated to the following organizations:

Life Passions

Abraham cherishes family time and loves anything related to his two daughters, Gemma and Piper. He enjoys reading biographies, financial publications, and children’s development books. In his spare time he enjoys traveling — from Yosemite and Tahoe to France and his native Peru!