Wendy
Martinez
CRPC™
Here to act in your best interests
About me
I chose to be a financial planner because I’m passionate about helping my clients work through their financial challenges to build a secure future for themselves and their families. Away from work, I’m often hiking in the mountains with my husband and son, doing yoga, reading, listening to podcasts or taking on yet another exciting DIY project.
Certifications
Chartered Retirement Planning Counselor™
Education
Studied, Business Administration - Metropolitan State University
Visit one of our Locations
Denver - Loveland (Appt Only)
1635 Foxtrail Drive
Suite 125
Loveland, CO 80538
Denver I - Westminster
1120 W. 122nd Avenue
Suite 300
Westminster, CO 80234
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
