Ryan Martinez

Ryan Martinez, CFP® is a Principal at the Los Angeles office of Bernstein Private Wealth Management. He works closely with business owners, entrepreneurs and corporate executives as their outsourced CFO and family office. His greatest pleasure is helping empower clients to make educated, well informed decisions that result in a more meaningful life and legacy for them and their families. Prior to beginning his career as a financial advisor, Ryan successfully led a business unit for a Fortune 100 Best Company to Work For. He was twice recognized as consultant of the year. Mr. Martinez earned a BS, cum laude, in business and minor in economics from California Polytechnic State University, San Luis Obispo. He holds the Certified Financial Planner designation (CFP®), and has completed the advanced financial planning program at Boston University. Mr. Martinez currently serves on the Dean’s Advisory Council at the California Polytechnic State University, San Luis Obispo College of Business. He a member of the Forbes Finance Council and is currently an advisor to the UCLA Steinbeck Family Business Center. He is also the past President of the Los Angeles Estate Planning Council. He and his family reside in Los Angeles, Ca.

Berenstein’s website

See Ryan in: TH58: Succession Planning: Preparing to Transfer the Business

 

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