Manuel Martinez
CFP®
Charleston Wealth Advisors
Founder & Chief Compliance Officer
Manuel Martinez
CFP®
Charleston Wealth Advisors
Founder & Chief Compliance Officer
We believe in transparency, a high standard of ethics, and avoiding conflicts of interest. - Manuel Martinez, CFP®
Fee-Only financial planner located in Mount Pleasant, SC, serving clients locally and across the country
Manuel Martinez is a Mount Pleasant, SC fee-only financial advisor serving clients locally and across the country. Charleston Wealth Advisors provides comprehensive financial planning and investment management to help active families, professionals, retirees, near-retirees and inheritors organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Manuel Martinez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and registered investment advisor representative with 17 years of financial planning experience. Before founding Charleston Wealth Advisors, Manuel’s previous work experience was at Morgan Stanley.
He received a Bachelor of Science in Economics from the United States Air Force Academy and completed his CFP® coursework from Harmon College of Business Administration at the University of Central Missouri-Warrensburg.
In addition, Manuel is a veteran and served as a military officer in the United States Air Force. He is also a business mentor of the Charleston Coastal SCORE Chapter by providing professional management assistance to small businesses with the ultimate goal of improving the economy and community.
SCORE “Counselors to America’s Small Business” is a non-profit association dedicated to entrepreneur education and the formation, growth and success of small businesses nationwide.
Manuel Martinez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are independent and fee-only. We only get paid by you for the advice we provide (no commissions, no financial kickbacks).
Our standard of conduct is fiduciary, which means we are legally obligated to act in your best interest (the highest standard in the industry).
Our clients will only work with a CERTIFIED FINANCIAL PLANNER™ practitioner.
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
Professional Designations & Affiliations
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Manuel Martinez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Manuel Martinez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Manuel Martinez
Office Locations:
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806 Johnnie Dodds Blvd
Suite 202
Mount Pleasant, SC 29464
