Martin Rodriguez, CFP®

Wealth Advisor

Santa Fe - Downtown, New Mexico

Contact Martin

Martin Rodriguez supports lead advisors with client service, financial planning, and portfolio coordination. He works closely with clients to help organize financial information and support long-term planning goals.
Martin brings experience from roles at national financial institutions and advisory firms. He holds a bachelor’s degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional.
Martin believes thoughtful planning can reduce financial stress and create clarity. By listening carefully and helping build clear, actionable plans, he supports clients in making informed decisions about their financial futures.
Outside of work, Martin enjoys golfing, board games, and exploring new food spots. He values time spent with family and friends.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.