David Martinez MBA, CRPS®, AIF®

As a Co-Owner and Financial Planner for Elevate Wealth Management, David Martinez is determined to provide an exceptional experience for his clients. He believes that through education, involvement and planning, he can help make an impact in his clients’ lives. He focuses on each client’s goals and aspirations, and from there he creates a roadmap on how to get them from their current destination to where they want to be. David specializes in workplace retirement; he takes the time to walk employees through the retirement tools available through their employer.

David has been in the financial industry for 10 years, where he has had the opportunity to work in different sectors, including retail banking, wealth management, investment advice, consumer & business lending. Each sector provides a wealth of knowledge that he uses as a financial planner. David is a Tucson native, born and raised. He attended University of Arizona and University of Phoenix, receiving a bachelor’s degree in business financial planning. He also graduated from California Lutheran University with a Master's in Business Administration.

In his free time, he loves to workout at his favorite local gym, Ruckus Room, go on coffee dates at different cafes with his girlfriend Alyssa, and travel the world to experience different cultures. His parents raised him and his brothers to respect and care for their communities. As a result, he has been involved in volunteer opportunities such as Toys for Tots, Junior Achievement and the Tucson Festival of Books.