Juan Martin
Welcome! Please call me Jay!
I am an experienced financial consultant who brings a personal approach to each of my clients. Through comprehensive financial planning that is tailor-made to each client’s unique situation, I strive to help make your financial goals more attainable.
I specialize in retirement planning, investment management and risk management and believe in bringing a balanced perspective to creating a holistic plan for individuals and their families.
As an investment advisory representative with Equitable Advisors and a member of the Retirement Benefits Group, it is my responsibility to provide clients with the best financial advice that is most suitable to their needs.
To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- FINRA Securities Licenses: Series 66, Series 7
- State-specific Life, Accident and Health Licenses
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.