Olivier P Martinez, CFP®
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
As a Financial Advisor with Waddell & Reed, Olivier P Martinez's objective is to assist clients to pursue their personal financial goals. He believes financial planning is a cornerstone to finding a path for the long run and to staying on track every year. As a Financial Advisor, he focuses on financial planning, investment analysis and strategies, and insurance planning. He helps clients identify their goals, implement suitable strategies, and maintain ongoing diligence to pursue their desired result. Olivier believes in learning, hard-work, honesty, and respect.