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Wendy Martinez

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picture of a planner

Here to act in your best interests

About me

I chose to be a financial planner because I’m passionate about helping my clients work through their financial challenges to build a secure future for themselves and their families. Away from work, I’m often hiking in the mountains with my husband and son, doing yoga, reading, listening to podcasts or taking on yet another exciting DIY project.

Certifications

Chartered Retirement Planning Counselorâ„¢

Education

Studied, Business Administration - Metropolitan State University

Visit one of our Locations

Denver - Loveland (Appt Only)

1635 Foxtrail Drive

Suite 125

Loveland, CO 80538

Denver I - Westminster

1120 W. 122nd Avenue

Suite 300

Westminster, CO 80234

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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