Jeff Martinez, CRPC®

Jeff Martinez, CRPC®, has diverse work experience in the finance industry. In 2014, they founded Treveri Capital LLC and served as the Founder & Financial Advisor, focusing on wealth and risk management to help clients achieve their financial goals. In the same year, they co-founded Oxford Biochronometrics S.A. and handled business development, specializing in optimizing customer acquisition cost with embedded behavioral technology. Jeff also served as the CEO of Stealth Retirement, starting in 2022.

In terms of advisory roles, Jeff worked as a Private Stock Liquidity Advisor at Liquidfi since 2018 and was a Registered Representative at Rainmaker Securities from 2016 to 2018. Jeff also acted as a Private Equity Advisor at Treveri Market SA from 2012 to 2015.

Additionally, Jeff had leadership positions in the fintech community, serving as the President of LA Fintech from 2013 to the present and the President of Chicago Fintech from 2015 to 2020. Jeff was also involved in the Security Traders Association of Los Angeles as a Director from 2016 to 2021. Lastly, Jeff is currently the Digital Mayor of Whittier Fren since 2022.

Jeff Martinez, CRPC®, has a diverse education history. Jeff obtained a Bachelor's Degree in Finance from California State University, Long Beach, graduating in 1996. In 2014, Jeff attended Treehouse, where they studied Computer Science. Recently, in 2021, they enrolled at the College for Financial Planning to pursue a Chartered Retired Planning Counselor degree in Finance and Financial Management Services.

In addition to their educational achievements, Jeff Martinez has also obtained several certifications. Jeff acquired the Series 63 certification from FINRA in January 1996. In August 2012, they obtained the FINRA Series 66 certification. In September 2011, they became a licensed Life Agent through the California Department of Insurance. Most recently, in September 2021, Jeff earned the Chartered Retirement Planning Counselor certification from the College for Financial Planning. It should be noted that there is no information regarding the acquisition of a Series 7 certification.