Yext tracking pixel

Wendy Martinez

Main: (833) 752-6333
Toll Free: (833) 752-6333
1120 W. 122nd Avenue, Suite 300, Westminster, Colorado, 80234

Business hours

Monday 8:30am to 5:00pm
Tuesday 8:30am to 5:00pm
Wednesday 8:30am to 5:00pm
Thursday 8:30am to 5:00pm
Friday 8:30am to 5:00pm
Saturday -
Sunday -

About us

My family didn't have a lot of money growing up. My parents were very frugal, but investing more might have put them in a better position. That's probably why my greatest joy as a financial planner is seeing my clients retire with confidence. People say they work with me because I convey concepts with simplicity and in a caring way. After more than a decade with Edelman Financial Engines in the Denver, Colorado area, I think transparent communication about your finances is key to helping you feel more confident about your money.

Tags Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services
Services Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management

Reviews


No reviews yet. Be the first to write a review!

Featured businesses