Matthew Martinez
Partner, Opus Private Wealth Management
500 N. State College Blvd
Suite 1100
Orange, CA 92868
Office: (714) 660-7490
Fax: (714) 202-0252
E-Mail: matthew.martinez@OpusPWG.com
Education & Licenses:
California State University, Fullerton; B.A. in Business Finance
Series 7 & 66 License
California Life & Health Insurance License
Over 20 Years of Experience:
Opus Private Wealth Group LLC (2014)
Investment Advisor & Chief Compliance Officer
Ameriprise Financial, Financial Advisor (2000)
IDS Life Insurance Company, Agent (2000)