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Manuel M
Series 63, Series 66
Keizer, OR
Fortis Capital Advisors, LLC
Manuel Martinez Jr. is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Gradient Advisors LLC and Ruggiero Wealth Management, LLC. Outside of his advisory role, he serves as President of Copa Wealth Strategies, which provides investment services and insurance sales, and is involved with Legal Shield and 360 Advantage LLC, referring clients to legal services and supplemental employee benefits. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies including discretionary management, passive, active, and ESG-oriented options, managing over $1.6 billion in discretionary assets.
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