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Cfpยฎ Andrew Martz

Founder & Financial Advisor, ๐–๐ˆ๐’ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ โ–ช๏ธ Husband, Father, Leader โ–ช๏ธ Host of the ๐˜ฟ๐™ค๐™ก๐™ก๐™–๐™ง๐™จ ๐™–๐™ฃ๐™™ ๐™Ž๐™š๐™ฃ๐™จ๐™ž๐™—๐™ž๐™ก๐™ž๐™ฉ๐™ž๐™š๐™จ Podcast๐ŸŽ™๏ธ
Dallas-Fort Worth Metroplex
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Can you suggest some gifts Cfpยฎ Andrew Martz might like?
Profile Image for Cfpยฎ Andrew Martz

Cfpยฎ Andrew Martz

Founder & Financial Advisor, ๐–๐ˆ๐’ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ โ–ช๏ธ Husband, Father, Leader โ–ช๏ธ Host of the ๐˜ฟ๐™ค๐™ก๐™ก๐™–๐™ง๐™จ ๐™–๐™ฃ๐™™ ๐™Ž๐™š๐™ฃ๐™จ๐™ž๐™—๐™ž๐™ก๐™ž๐™ฉ๐™ž๐™š๐™จ Podcast๐ŸŽ™๏ธ
Dallas-Fort Worth Metroplex
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Andrew Martz, also known as "Money Martz," has over 10 years of experience in the finance industry, working with clients across the country. Martz is the founder of WIS Advisors and has worked for reputable companies such as JPMorgan Chase Bank, Laidlaw & Company (U.K.) Ltd., and Foresters Financial Services. He studied for a Master of Business Administration in Financial Planning from California Lutheran University and a Bachelor of Science in Business and Technology from Stevens Institute of Technology. His passion is to educate people on how to control their finances and investments, aligning them with their goals, and managing their portfolios. In the past, he has hosted the Dollars and Sensibilities Podcast, has worked as an Independent Financial Advisor at Western International Securities, and with the wealth management team in the Global Private Client Group at Laidlaw & Company (U.K.) Ltd.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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