William Martin

Operations Associate

Contact Me Today:

Office: 520.298.1900
Toll Free: 886.481.3597
Fax: 520.879.9979
Email: william@advisemenow.com

Born and raised in Adelaide, Australia, William has also spent time in Oxford, England, Detroit, Michigan, and Tucson, Arizona. He graduated from the Eller College of Management – University of Arizona with a B.A. in Economics and a minor in business administration, while achieving Dean’s List honors his senior year.

After completing the internship program at Catalina Wealth Management during his junior and senior years at the University of Arizona, William is excited to further pursue a career in financial planning. He welcomes the opportunity to learn, develop, and grow into a key contributing team member, beginning his career in the financial industry while working towards his Series 7, 66 and life & health licenses.

Apart from his passion for finance and economic theory, William enjoys recreational activities such as golf, chess, squash and travel. After winning two consecutive soccer state championships as a team captain for Salpointe Catholic High School in Tucson, AZ, William continued his athletic career for the University of Arizona Men’s Soccer team, which won the 2017 NIRSA National Championship, and he was team captain during his final season.

Se habla español.

Do not hesitate to contact us to schedule a complimentary meeting to discuss your specific questions:

Catalina Wealth
Management


Local: 520.298.1900
Toll-Free: 866.481.3597
Fax: 520.879.9979

info@advisemenow.com

Do not hesitate to contact us to schedule a complimentary meeting to discuss your specific questions:

Catalina Wealth
Management


Local: 520.298.1900
Toll-Free: 866.481.3597
Fax: 520.879.9979

info@advisemenow.com