Our Purpose
The Martinez family: Manuel, Sarah, Maximo and Marcos
We believe everyone can benefit from financial planning regardless of life stage.
We know our clients by name, not by an account number, and we feel a deep sense of responsibility over your financial success.
Our practice is relationship-based and focused on providing exceptional service.
We incorporate the financial and qualitative needs of your life in the process.
Manuel A. Martinez is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and registered investment advisor representative with 17 years of financial planning experience. 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 businesses nationwide.