Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jose M

CFP®, Series 63, Series 65

Sunrise, FL

Lifecraft Wealth Management

Jose Martin is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is the principal advisor at LifeCraft Wealth Management and previously worked at Cambridge Investment Research Advisors for 11 years. In addition to his advisory role, he is a licensed insurance agent and spends part of his time implementing insurance recommendations. LifeCraft Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, using customized portfolios that include low-cost mutual funds, ETFs, individual securities, and occasionally unaffiliated independent managers. The firm employs both long-term strategies and technical analysis to guide investment decisions.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")