meet the team
Joseph Martinez
financial advisor
Joseph Martinez is an experienced executive with over 15 years of financial and business management. He built numerous healthcare IT service companies that have specialized in deploying and enabling technology to healthcare systems across the United States.
Joseph is also a retired State of Florida law enforcement officer. He served as a State Trooper and a Deputy Sheriff for over 10 years. His career in law enforcement included patrol, traffic and DUI Enforcement.
Joseph’s financial background along with his drive, passion and execution make him ideally suited to assist first responders in developing retirement plans to secure their financial future.
Joseph holds a bachelor’s degree in business administration and computer information systems from Middle Tennessee State University in Murfreesboro, TN. Joseph also holds a Series 65 certification. When not working Joseph enjoys fishing on his boat and spending time with his beautiful wife and daughter.