Financial Professional


Florida: W899364

New Mexico: 20417060

Ohio: 1609606

Pennsylvania: 1206091

Texas: 2877478

Washington: 1171551

Juan E Martinez


Since 2022, I have been licensed and dedicated to addressing retirement issues through comprehensive financial and retirement planning. My tenure at Universal Retirement from 2023 has allowed me to specialize in assisting clients within the small business and educational industry. Nothing is more fulfilling than aiding families in achieving their retirement aspirations and safeguarding their future. I am happily married with four children - two girls and two boys, who are all now self-sufficient. Our shared passions include attending family gatherings and embarking on memorable journeys. My previous roles in the medical field, as a nurse and physical therapist, instilled in me the importance of restoring patients' functional health and mobility. Now, I derive immense satisfaction in guiding clients toward a confident and focused approach to retirement by establishing a robust financial foundation for them.

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