Robert Martinez
CFP, CLU · Martinez Insurance & Financial
About Robert Martinez
Robert Martinez is a bilingual financial advisor specializing in insurance planning and retirement strategies for the diverse Miami community. With 14 years of experience and deep expertise in life insurance and annuity products, he helps families protect their income and build lasting wealth.
Services Offered
Fee Structure
Commission-Based
Minimum assets: $100,000
This advisor earns commissions on financial products they recommend. Products may include insurance, annuities, and investment funds.
Specialties
Insurance Planning
Get the right coverage with expert analysis of life, disability, long-term care, and property insurance needs.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Robert?
14+ Years Experience
Proven track record serving clients since 2012
2 Professional Credentials
Holds CFP, CLU designations
89 Client Reviews
4.6/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Robert has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Robert is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Robert for over 4 years and they have consistently delivered excellent advice. Their expertise in Insurance Planning has saved us thousands.
Location
Miami, Florida
Map integration available on request
Request a Free Consultation
Connect with Robert to discuss your financial goals. In-person or virtual meetings available.
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