Matthew (Matt) Martinez III is an Investment Adviser Representative and Managing Associate who joined the firm in 2019. He is responsible for providing total needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies and trust services.
Matt joins GoldBook Financial with over 25 years of experience in the financial services industry. He graduated from W.P. Carey School of Business/Arizona State University in 1987 with a bachelor’s degree in Corporate Finance. Matt has a professional designation in Life Underwriting Training Council Fellow (LUTCF). Matt holds FINRA Series 7, 26, 63 and 65 Registrations and is Life, Accident and Health licensed.
Matt grew up in beautiful Durango, Colorado, and now resides in Scottsdale, Arizona. Outside of the office, Matt enjoys working with the Arizona State University Booster Club.