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 also served as 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.
He currently serves as a board member of Racers for Pacers, a nonprofit 501c that provides running chairs and pacers for individuals with disabilities who cannot run independently.