David Martinez
Vice President, Wealth Management,
Financial Advisor
Direct:
(310) 543-0277(310) 543-0277
Toll-Free:
(800) 221-8764(800) 221-8764
My Mission Statement
Helping you achieve financial and investment goals
David's Story
As a Financial Advisor with Morgan Stanley Wealth Management, David's mission is to help his clients realize their vision by utilizing wealth management strategies that will help guide them through the various stages of their life. These stages include the development of wealth, the distribution and preservation of wealth, and the final generational transfer of that wealth. As a financial advisor, he has access to a global platform of products and services that helps him provide a high degree of tailored client services. The cornerstone of his service commitment is to offer clients distinctive, caring and personalized attention, in addition to timely communication and availability. Each client relationship begins with a careful consideration of his clients’ long-term financial objectives and life aspirations. He seeks to grow that relationship by continuously striving to transcend their expectations, as well as consistently helping them to instill value and leave a legacy for the people who matter most to them. He began his career in the investment business in 1998. In his 20 years of experience as a financial advisor, he has helped numerous clients achieve and implement goals that directly reflect their objectives and lifestyle. He is a graduate of Cal Poly, San Luis Obispo and holds a degree in Business Administration. He is married with a wonderful daughter and involved in numerous community activities. He enjoys his time scuba diving and looks forward to spending time with his family and friends.
Securities Agent: GA, CO, CA, AZ, AR, FL, TX, OR, OK, NY, NV, NM, NE, NC, MO, MD, IN, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255414
CA Insurance License #: 0C61563
NMLS#: 1255414
CA Insurance License #: 0C61563
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning a New Beginning Starts with Getting to Know You
WE WORK WITH YOU TO UNDERSTAND YOUR FINANCIAL PRIORITIES:
Setting Goals According to Your Needs
As your life stage changes, so do your goals - our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands.
Your Goals and Concerns Change as Life Changes
Early-to-Mid Career Concerns
- Accumulating Assets
- Protecting Family
- Protecting Family
Late Career Concerns
- Retirement Readiness
- Transforming assets into income
- Generating sufficient income to last for retirement
- Asset preservation strategies
- Legacy wishes
- Transforming assets into income
- Generating sufficient income to last for retirement
- Asset preservation strategies
- Legacy wishes
In Retirement Concerns
- Maintaining lifestyle and sufficient income
- Meeting healthcare and other unforeseen expenses
- Legacy wishes
- Meeting healthcare and other unforeseen expenses
- Legacy wishes
Location
21250 Hawthorne Blvd
Ste 650
Torrance, CA 90503
US
Direct:
(310) 543-0277(310) 543-0277
Toll-Free:
(800) 221-8764(800) 221-8764
Fax:
(310) 543-0223(310) 543-0223
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact David Martinez today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
