Ryan Martinez

Ryan Martinez advises high-net-worth individuals, families, endowments and foundations regarding investment and planning strategies. Martinez works closely with clients and their professional advisors on a wide range of complex matters, including succession planning for privately held business owners and planning for tax, estate and charitable endeavors. Prior to beginning his career as a financial advisor, he successfully led a business unit for a Fortune 100 Best Company to Work For. He was twice recognized as consultant of the year. He earned a B.S., cum laude, in business, with minor in economics, from California Poly, San Luis Obispo. He holds the Certified Financial Planner designation (CFP®) and has completed the advanced financial planning program at Boston University.

Martinez currently serves on the Dean’s Advisory Council at Cal Poly College of Business, as well as the Hawaii Arts Alliance and Latino Deal Makers boards. He is involved in several philanthropic organizations, including the Fulfillment Fund and The Giving Spirit. He is also a past president of the Los Angeles Estate Planning Council. He and his family reside in Los Angeles.