Daniel  Martinez

Daniel Martinez

Wealth Consultant

Covering the following branches:

  • Cottonwood
  • Prescott - Gurley St.
  • Prescott - Gail Gardner Way


Biography

For more than 12 years, Daniel has worked in the financial services industry helping individuals and families align their goals toward financial freedom.  He provides clients with a variety of investment knowledge and experience, taking the time to create a personalized financial plan for each client.

Mr. Martinez began his career by working with Wells Fargo Bank and BBVA Compass, specializing in retail banking and investment sales.  He established his own Farmers Insurance agency in 2015, receiving numerous accolades including the American National Blue Vase and 2019 Commercial Agent of the Year awards.  Daniel enjoys playing or coaching competitive sports with his two sons, attending church, volunteering, and watching the wonderful sunsets Arizona has to offer.

 

Background

Daniel holds his Arizona Life, Accident & Health, Property & Casualty, and Variable & Variable Annuity Insurance licenses.  Bilingual in English and Spanish, he is registered through LPL Financial with his SIE, Series 7 and 63 securities registrations.