David Martinez

David has been in financial services since 2001, where he spent the first part of his career in bank management. In that role, he was able to directly assist a variety of different people with their financial matters. This is also where he began to learn the incredible impact of behavioral finance. As Dave Ramsey says, “Personal Finance is 80% behavior and only 20% head knowledge”.

David has held his investment licenses since 2013 and can customize the way he assists his clients based on their unique situation. His mission is to serve as an advisor to his clients, providing them sound financial advice and counsel consistent with their goals and risk tolerance. He takes the time necessary to fully understand what is important to his clients and assists them in clarifying their life’s goals. In order for his clients to achieve their specific goals, David makes sure that the right financial strategies are in place, and he’s with his clients every step of the way, providing constant feedback and analysis. His goal is to create lifelong relationships with his clients based on trust and customized financial strategies built around each individual.
David is a native Texan. He grew up in a small town in Central Texas where he learned the values that guide him today. He received his Bachelor’s Degree from Southern Methodist University and his MBA from LeTourneau University. Dallas has been his home for the past 28 years where he currently lives with his family – which includes his wife and three boys, ages 8, 16, and 18. David enjoys spending time outdoors, most sports, motorcycles, reading and keeping educated about investing and personal finance, and family time.