Renee Martinez
Client Services
Renee Martinez has been in the financial services industry since 1993 and has specialized in providing service to 401(k) Plan sponsors and participants since 1996. Renee is a “get-it-done" service professional who understands the complexities of plan operations including payroll processing, plan data/ report management, enrollments, distributions, and rollovers. Renee is registered with LPL Financial and maintains FINRA Series 6 and Series 63 licenses.
Renee is a long-time captain of a Neighborhood Watch program she helped to establish over 15 years ago, has coached youth baseball teams, and remains an avid sports and Dodgers fan. She enjoys cooking, running, hiking, and spending time with her husband, two sons, and close friends.