At Martin Wealth Management, many of our clients initially come to us for our ability to deliver competitive investment returns. And we strive to exceed those expectations. However, unlike many Advisors who serve clients with significant investment assets, we look beyond the assets in your portfolio. What truly sets our group apart is our uncommon understanding of your financial motivations and all you want your wealth to accomplish. We’re proud and grateful for a partnership that earns us a special place at your table and for the chance to move your wealth strategy forward and across generations.
As your financial planners, we strive to be catalysts in helping you achieve your aspirations and fulfill your legacy. So, while you may initially come to us for our portfolio management expertise, you will quickly see how we bring an expansive perspective and powerful execution to your entire financial picture.
Kevin R. Martin, CFP®
Senior Vice President - Wealth Management
Kevin has over 30 years of experience managing wealth, first at Bank of America/ Merrill Lynch and currently at UBS Financial Services Inc. He supervises the investment of approximately $400 million dollars for approximately 55 families. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process. He graduated cum laude from UCLA having completed the college honors curriculum.
AR, AZ, CA, DC, DE, FL, HI, ID, LA, MA, MI, NJ, NV, TX, WA
Andrew Archer, CFA
Chartered Financial Analyst®
Andrew has been in the financial services industry for almost 14 years. Prior to joining the Martin Wealth Management team, he worked as an analyst supporting the Los Angeles region of UBS. Andrew is also a CFA Charterholder. The CHARTERED FINANCIAL ANALYST (CFA) designation is a highly respected credential which focuses on portfolio management. CFA Charterholders also adhere to the highest ethical and professional standards. Andrew graduated from UC Santa Barbara with a B.S. in Business Economics.
AR, AZ, CA, DC, DE, FL, ID, MA, MI, NJ, NV, TX, WA
Jaime Warin Venezia, CIMA®
Senior Client Service Associate
Jaime has over 22 years of experience analyzing and managing investment and client data. She is a CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®). The CIMA professional integrates a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions. That knowledge is applied systematically and ethically to assist clients in making prudent investment decisions. Additionally, she has significant financial planning experience. Jaime is a UCLA graduate in Economics.
Renee Pei-Shih Chow
Senior Client Service Associate
Renee began her career in financial services ten years ago at UBS in New York City. She currently works closely with her team on the PMP strategy and manages the banking and administrative affairs of clients. She has her Series 3, 7, 9, 10, and 66 licenses. Renee graduated from UC Irvine with a B.S. in Applied Ecology.