Kirstie Martinez

West Financial Services

Director of Portfolio Management and Relationship Manager

Kirstie Martinez

West Financial Services

Director of Portfolio Management and Relationship Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kirstie Martinez

Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country

Kirstie Martinez is a McLean, VA fee-only financial advisor serving clients locally and across the country. West Financial Services offers financial planning and investment management services to individuals, families, businesses, foundations and associations.  Our retirement plan consulting services for plan sponsors and trustees helps ensure fiduciary obligations are met. As a fee-only, fiduciary, and independent financial advisor, Kirstie Martinez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

In 2022, we celebrate West Financial Service's 40th Year!

Kirstie Martinez has over 24 years of experience in the wealth management industry.  In her current role as relationship manager, she advises high-net-worth clients on investment management, personal financial planning, and retirement planning strategies.

As director of portfolio management, she oversees the team of portfolio managers, who are responsible for portfolio construction, review, and analysis. 

Since joining West Financial Services in 1998, she has held a variety of positions, including director of client services where she managed all aspects of client service, custodian relations, and account administration.

Kirstie is a graduate of Syracuse University, where she received a BS in Finance and Economics from the Whitman School of Management.

Kirstie lives in Herndon, Virginia, with her husband and two children.  In her free time, she enjoys cheering on her son and daughter at their soccer and basketball games.

Professional Affiliations/Memberships

Currently a candidate for the CERTIFIED FINANCIAL PLANNER™ designation

At West Financial Services, we have spent 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity.  Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients.  Each member of our team fully embraces the importance of this role and what it means for our clients.  We bring planning excellence, investment discipline and personal service to everything we do.

Though every client is different, there is a common theme – they come to us when they are in need of support and coordination of various facets of their financial lives.

  • Whether issues relate to retirement, inheritance, divorce or job loss, we strive not only to protect clients’ wealth, but to provide guidance and education, as well as a sense of control and ownership of the decisions they make.
  • Though wide ranging in background and ages, our clients are primarily accomplished professionals who have built their wealth through business ownership, strong saving habits and long careers.
  • Clients may be risk takers in their businesses, but tend to be moderate to conservative risk investors.  They are looking to us as consultants who can bridge the gap between their work lives, existing personal investment and retirement assets, and their future cash flow, retirement and estate needs.

In all cases, we collaborate with clients’ professionals or specialists, or make introductions for clients when necessary.  We take a positive, proactive and consultative approach to understanding the needs and desires of each individual client or family.  Our goal is to anticipate obstacles and identify opportunities for our clients so that they have time to incorporate changes that create their best possible future.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Contact Kirstie Martinez

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Office Locations:

  • 2010 Corporate Ridge Road
    Suite 530
    McLean, VA 22102

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