CoverProfile

Lisa Martinez

Investment Advisor

FamilyWealth

United States, Colorado, Denver

About Me

Lisa is an Investment Adviser under the supervision of FamilyWealthTM’s Lake Mary, FL branch office. She has built her career centered on creating strong relationships throughout the financial industry in order to deliver meaningful service and value to her clients. With a strong background fixed life and annuity products, Lisa has developed a full set of skills to assist clients with their wealth planning and management needs.

Profile Information

Investment Advisor

FamilyWealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

May 15, 2024

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