Daniel Martinez

Wealth Manager at Integral Wealth Securities

My role as your Chief Financial Officer, in collaboration with your other professionals, is to help discharge the responsibility of managing your accumulated wealth. As a Certified Financial Planner® (CFP®) professional and Chartered Investment Manager (CIM®) I am capable of dealing with all aspects of your investments, insurance, retirement and estate planning. Dealing with clients on a fee for service basis primarily, my goal is to take your finances off your mind so you spend your time doing what is most important to you.