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Rick M
CFP®, Series 63, Series 65
Chino, CA
Ausdal Financial Partners, Inc.
Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving at Ausdal Financial Partners, Inc. He has previously worked at firms including Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. Outside of advising, Martinez holds a teaching credential and works with the Alvord Unified School District. Ausdal Financial Partners serves a broad client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers customized investment strategies developed at the advisor level and a range of services including financial planning, separately managed accounts, and retirement-plan advisory.
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