Roberto Martinez, CRPC®
Senior Vice President, Financial Advisor
Phone:
(650) 234-5191(650) 234-5191
The Martinez Group at Morgan Stanley
Direct:
(650) 234-5191(650) 234-5191
Our Mission Statement
We provide comprehensive integrated financial advice to clients who are building multigenerational wealth.
Our Story and Services
Our goal is to be your first call when facing a financial issue related to your business, balance sheet or legacy, whether a windfall or a worry. We’re a father/son business that strives to develop a close and confidential relationship with your entire family. We’re proud to count three generations of some families as our family’s clients.
Our experience focusing on multigenerational wealth has given us insight into all its stages: accumulation, preservation and distribution. We help executives overcome the complications of concentrated wealth, entrepreneurs address the issues of illiquidity and succession, and retirees deal with the emotional and financial elements of legacy and family governance.
We take a holistic, all-inclusive approach to wealth management, offering you a fully integrated bespoke wealth plan with strategies tailored to your current circumstances and future goals
How we can help
• Investment planning and management
• Executive compensation planning and management
• Business and succession planning
• Cash management and banking solutions
• Risk and insurance planning
• Strategic tax, trust and estate planning
• Family governance and wealth education
• Philanthropy management
• Lifestyle advisory
Our experience focusing on multigenerational wealth has given us insight into all its stages: accumulation, preservation and distribution. We help executives overcome the complications of concentrated wealth, entrepreneurs address the issues of illiquidity and succession, and retirees deal with the emotional and financial elements of legacy and family governance.
We take a holistic, all-inclusive approach to wealth management, offering you a fully integrated bespoke wealth plan with strategies tailored to your current circumstances and future goals
How we can help
• Investment planning and management
• Executive compensation planning and management
• Business and succession planning
• Cash management and banking solutions
• Risk and insurance planning
• Strategic tax, trust and estate planning
• Family governance and wealth education
• Philanthropy management
• Lifestyle advisory
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Overcoming your concentrated wealth
Your equity compensation in the form of stock grants or options is a substantial share of your total wealth. These concentrated stock positions represent significant challenges: potential volatility, liquidity limitations and tax implications. By merging our own experience with the global resources of Morgan Stanley we incorporate thorough executive planning into your comprehensive wealth plan.
• Benefits and incentive compensation analysis, including types and provisions
as well as income tax implications
• Vesting analysis and a review of optional exercise strategies
• A review of your concentrated position, analyzing risk and examining diversification strategies
• Exploration of monetization options, such as sales of restricted shares under Rule 144, Rule 10b5-1 trading plans and loans and hedging strategies
• Benefits and incentive compensation analysis, including types and provisions
as well as income tax implications
• Vesting analysis and a review of optional exercise strategies
• A review of your concentrated position, analyzing risk and examining diversification strategies
• Exploration of monetization options, such as sales of restricted shares under Rule 144, Rule 10b5-1 trading plans and loans and hedging strategies
Monetizing your business value
Building your own business was always about pursuing your dreams and being independent; money was just a way to measure success. But when you’re ready to pursue a new passion or spend more time with your family, you may need to access the value you’ve created. By combining our own history of working with entrepreneurs and the expertise of Morgan Stanley we can help you monetize your business value in the context of your overall wealth plan.
• Consider private sales via a Strategic Client Group or Investment Bank
• Analyze public sale potential using an IPO
• Review various monetizing strategies and how proceeds might be
structured and invested
• Calculate retirement cash flow needs weighed against family succession
plans
• Prepare the next generation for assuming control
• Consider private sales via a Strategic Client Group or Investment Bank
• Analyze public sale potential using an IPO
• Review various monetizing strategies and how proceeds might be
structured and invested
• Calculate retirement cash flow needs weighed against family succession
plans
• Prepare the next generation for assuming control
Location
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025
Menlo Park, CA 94025
US
Direct:
(650) 234-5191(650) 234-5191
Meet The Martinez Group
Brandon Martinez, CFP®, CIMA®, CPWA®
Vice President, Financial Advisor
Phone:
(650) 234-5192(650) 234-5192
Vu Ho
Wealth Management Associate
Phone:
(650) 234-5194(650) 234-5194
About Me
Roberto Martinez’s more than 45 years in the financial services industry gives him the perspective to help clients and their families understand and weather the vagaries of the markets. He believes that by earning the trust of clients, and drawing on his experiences, he can offer guidance on how to keep emotions from leading to poor decisions. Roberto’s experience and insights informs his work with clients on asset allocation, portfolio management and alternative investment strategies.
After graduating from the Universidad Centroamericana in his native Nicaragua, Roberto was awarded a scholarship to attend the University of California, Berkeley where he earned an MBA. He worked at the Nicaraguan equivalent of the Federal Reserve until his love of the Bay Area brought him back. Roberto joined Merrill Lynch in 1978. He earned the Certified Retirement Planning Counselor credential, formed the Martinez Group with his son Brandon in 2010 and joined Morgan Stanley in 2025. He loves travel but can’t stop following the markets even when on vacation.
After graduating from the Universidad Centroamericana in his native Nicaragua, Roberto was awarded a scholarship to attend the University of California, Berkeley where he earned an MBA. He worked at the Nicaraguan equivalent of the Federal Reserve until his love of the Bay Area brought him back. Roberto joined Merrill Lynch in 1978. He earned the Certified Retirement Planning Counselor credential, formed the Martinez Group with his son Brandon in 2010 and joined Morgan Stanley in 2025. He loves travel but can’t stop following the markets even when on vacation.
Securities Agent: NC, ID, CA, VA, TX, PA, NM, MD, CO, WA, MA, GA, NY, FL, AZ, NV, ME, VT; General Securities Representative; Investment Advisor Representative
About Me
Brandon Martinez-Larragoiti provides high net worth clients with the rare combination of “old school” white glove service and “cutting edge” technical experience. He takes pride in developing a deep understanding of his clients’ unique situations and goals while also being able to provide sophisticated planning strategies to their complex issues including tax mitigation, estate planning and philanthropy management.
Born and raised in the Bay Area, Brandon graduated magna cum laude from the University of San Francisco with a bachelor’s degree in Finance. He followed that by earning Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor certifications in order to deepen his knowledge of advanced wealth management approaches. Brandon spent 15 years at Merrill Lynch before joining Morgan Stanley in 2025. He currently lives in Redwood City. While he loves golf, Brandon spends most of his spare time being the best dad he can be to his two young children.
Born and raised in the Bay Area, Brandon graduated magna cum laude from the University of San Francisco with a bachelor’s degree in Finance. He followed that by earning Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor certifications in order to deepen his knowledge of advanced wealth management approaches. Brandon spent 15 years at Merrill Lynch before joining Morgan Stanley in 2025. He currently lives in Redwood City. While he loves golf, Brandon spends most of his spare time being the best dad he can be to his two young children.
Securities Agent: VT, NV, VA, ID, AZ, NC, MD, WA, PA, NY, MA, CO, TX, FL, NM, ME, GA, CA; General Securities Representative; Investment Advisor Representative
About Vu Ho
Vu Ho serves as the first point of contact for clients of the Martinez Group, helping them with financial transactions and account management. But more than just handling administrative tasks, Vu sees his role as helping maintain the Group’s exceptional level of service and its close relationships with clients. He strives to ensure clients know he will do all he can to help with any of their family’s questions and concerns.
Vu came to the United States with his family from Vietnam when he was just a year old. He has made the Bay Area his home ever since. While he initially studied computer science in college he realized his true love was working with people. That led him to become a Client Associate at Merrill Lynch in 2005. In 2011 he joined the Martinez Group and has remained with it ever since, drawn by the family feeling the advisors and clients share. Vu loves travel and is an avid fan of Bay Area sports teams, especially the 49ers and Warriors.
Vu came to the United States with his family from Vietnam when he was just a year old. He has made the Bay Area his home ever since. While he initially studied computer science in college he realized his true love was working with people. That led him to become a Client Associate at Merrill Lynch in 2005. In 2011 he joined the Martinez Group and has remained with it ever since, drawn by the family feeling the advisors and clients share. Vu loves travel and is an avid fan of Bay Area sports teams, especially the 49ers and Warriors.
Contact Roberto Martinez
Contact Brandon Martinez
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
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
Article Image
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
Article Image
Ready to start a conversation? Contact The Martinez Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
