Damien Martinez, CRPC®, AIF®
Financial Advisor
Damien has been a financial professional since 2017 joining Midlands Financial in 2023. He enjoys developing relationships with clients and helping them reach for their financial goals. Damien works closely with his clients to make wise investment decisions and help mitigate risks. Damien helps his financial clients by providing financial planning, business planning, estate planning, school savings, insurance planning, with special emphasis on retirement. He enjoys researching the market and staying on top of any upcoming changes that may benefit his clients.
Helping clients to reach their financial goals allows Damien the privilege of offering his clients continuous education and lifelong relationships. When Damien isn’t working, he enjoys traveling with his wife Ann, discovering new foods and hanging out with family and friends.
Registrations, Designations, and Awards:
- SIE® (Securities Industry Essentials®)
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Investment Adviser Law Examination
- CRPC® (Chartered Retirement Planning Counselor)
- AIF® (Accredited Investment Fiduciary®)
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.