Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brody? Claim Your ProfileBrody Joseph Martinez is a financial advisor with Baybridge Capital Group, LLC, in Pleasanton, California. Brody Joseph Martinez is a Certified Financial Planner. Brody Joseph Martinez has over 10 years of experience in the financial services industry. Brody Joseph Martinez's previous employers include Lawrence Livermore National Lab in Livermore, California and Full Time Student in Livermore, California. Brody Joseph Martinez specializes in retirement planning, investment management, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/15/2024 - Present
Baybridge Capital Group, LLC (PLEASANTON CA)
Active
Inactive
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