Co-Founder and Managing Partner
David Martinez
David Martinez - Co-Founder and Managing Partner at Elevate Wealth Management
David Martinez Work
David Martinez Education
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2019 - 2022 Master of Business Administration - MBA in Certified Financial PlanningCalifornia Lutheran University
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2015 - 2017 Bachelor of Science - BS in Financial Planning and ServicesUniversity of Phoenix
David Martinez Skills
Estate Planning401(k) Retirement Savings PlansPersonal Financial PlanningPension SystemsRetirement Income StrategiesRisk ManagementFinancial EducationFinancial AnalysisRetirement Plan Consulting401k RolloversInsurance Planning
David Martinez Contact Information
Work email
●●●●●●●●@company.com
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Personal email
●●●●●●●●@gmail.com
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Phone
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David Martinez currently works at Elevate Wealth Management.
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David Martinez is based in or around Tucson, AZ, US.
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