Charleston Wealth Advisors, LLC was founded on the principle that all clients should have a trusted financial advisor with fully independent research, unbiased recommendations, and commission-free products.
We stand strongly by the notion that everyone should have access to quality financial advice at an affordable price. We believe in establishing close relationships with our clients and their families and building a firm that will serve them for many generations.
Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ practitioner and registered investment advisor representative. He is also an active member of the Financial Planning Association (FPA®). Before founding Charleston Wealth Advisors, Manuel’s previous work experience was at MORGAN STANLEY. He received a Bachelor of Science in Economics from the UNITED STATES AIR FORCE ACADEMY and completed his CFP® coursework from Harmon College of Business Administration at the University of Central Missouri-Warrensburg.
In addition, Manuel is a veteran and served as a military officer in the United States Air Force. He is also a business mentor of Charleston Coastal SCORE Chapter by providing professional management assistance to small businesses with the ultimate goal of improving the economy and community. SCORE “Counselors to America’s Small Business” is a non-profit association dedicated to entrepreneur education and the formation, growth and success of small business nationwide.