Martin has been dedicated to helping families define and plan for their most cherished goals and dreams for more than 20 years. He holds a bachelor’s degree from California State University, Long Beach, and has done additional financial services coursework at the University of California, Irvine. He has also earned certification as an Accredited Investment Fiduciary (AIF), signifying not only that he is committed to acting at all times in his clients’ best interests, but also that he has a strong understanding of the due diligence and best practices that enable him to carry out that commitment.Martin has been dedicated to helping families define and plan for their most cherished goals and dreams for more than 20 years.
In his free time, Martin loves to spend time outdoors and is a volunteer at his church. He lives near Mission Viejo with his wife, teenage daughter and Chloe the crazy cat.
Having experienced my father’s premature and untimely death over 20 years ago, I found out firsthand how difficult making sound financial decisions can be while processing the grief of a loved one’s death. This difficult period cemented my belief in proper planning and simplifying ones’ financial life. By completing these two steps, life’s inevitable key questions: What now? Will we be OK? What’s missing? can be answered in a timely manner with confidence.
During this time, although there was some planning done, my family was stricken with grief which affected the settling of the estate and fell on me to be the family resource to complete the settlement and make important financial decisions.
I have set up my practice to help alleviate my client’s financial anxieties during life’s most important moments.
—Wealth Management Solutions partner Martin Lombrano