Profil
Mr. David L.
Martinez is a Wealth Advisors & Director of Advice at ENZI Wealth LLC.
He has been in the business since 1994.
He received his undergraduate degree from Rutgers University- Newark and an MBA from McCombs School of Business.
Postes actifs de David Martinez
Sociétés | Poste | Début |
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ENZI Wealth LLC
ENZI Wealth LLC Investment ManagersFinance ENZI Wealth LLC is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm is owned and founded by David Martinez and William Martinez in 2021. ENZI Wealth provides asset management, financial planning and consulting, and retirement plan consulting services. | Directeur Général | 01/06/2021 |
Formation de David Martinez
McCombs School of Business | Masters Business Admin |
Rutgers University- Newark | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Entreprise privées | 1 |
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ENZI Wealth LLC
ENZI Wealth LLC Investment ManagersFinance ENZI Wealth LLC is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm is owned and founded by David Martinez and William Martinez in 2021. ENZI Wealth provides asset management, financial planning and consulting, and retirement plan consulting services. | Finance |