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Jonathan
Martinez, AIF®
2000 University Avenue, Suite 201
East Palo Alto, CA 94303

Overview

Jonathan strives to make a difference in the financial success of his clients by teaching them the importance of saving early into quality retirement plan options. His ability to connect with Qualified Plan Participants through likeness provides him a unique opportunity to encourage Americans to save early, save more and save smarter.

Jonathan graduated from California State University Fullerton, where he earned his Bachelor of Arts degree in Business Finance. Jonathan began his career as a financial planner where he focused on Comprehensive Financial Planning as well as Investment Management. He has completed the Retirement Plan Fundamentals course through the ASPPA, which demonstrates a mastery of the principles of retirement plan administration, design and operation. He holds his FINRA Series 65 License and California Life & Health Insurance License (#0H80408).

Jonathan currently works with the BPM Advisors team to help plan sponsors act in the best interest of their plan’s participants, in addition to assisting plan sponsors with making sure that their plan’s function properly.

Interesting Tidbit

Jonathan is originally from Southern California.

 

Certifications

FINRA Series 65 License and California Life & Health Insurance License (#0H80408)

Related Industry

Education

B.A., Business Finance, California State University, Fullerton