Manny Martinez, MBA Business and Financial Advisor - Email & Phone Number

President | Owner at Copa Wealth Strategies

Manny Martinez, MBA Business and Financial Advisor is based out of Portland, Oregon Metropolitan Area and works at Copa Wealth Strategies as President | Owner.

Manny Martinez, MBA Business and Financial Advisor's Contact Information

Latest update

May 1, 2024

Location

Portland, Oregon Metropolitan Area

Manny Martinez, MBA Business and Financial Advisor's Work History

President | Owner

Copa Wealth Strategies

Jul 2020 - Present

Senior Business Advisor

MyCORE

Jul 2023 - Present

Insurance Advisor | Recruiter | Trainer

Family First Life

Aug 2020 - Present

Manny Martinez, MBA Business and Financial Advisor's Education

NYU Stern School of Business

MBA

1993 - 1995

Columbia University

Bachelor of Science - BS

Sep 1985 - May 1989

Columbia Engineering

B.S.

1985 - 1989

Manny Martinez, MBA Business and Financial Advisor's Skills

Employee Benefits Design

Exit Strategies

Tax Planning

Annuities

Life Insurance

Disability Insurance

Manny Martinez, MBA's current employer

Copa Wealth Strategies

Description

Website

copawealthstrategies.com

HQ Location

salem, oregon, united states

Number of employees

Industry

Latest update

May 1, 2024

Read about Copa Wealth Strategies

Frequent questions about Manny Martinez, MBA Business and Financial Advisor

What company is Manny Martinez, MBA Business and Financial Advisor working for?

Manny Martinez, MBA Business and Financial Advisor works for Copa Wealth Strategies.

What is Manny Martinez, MBA Business and Financial Advisor's function at Copa Wealth Strategies?

Manny Martinez, MBA Business and Financial Advisor is President | Owner at Copa Wealth Strategies.

Where is Manny Martinez, MBA Business and Financial Advisor based?

Manny Martinez, MBA Business and Financial Advisor is based out of Portland, Oregon Metropolitan Area.

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