Today, we welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry.
Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors, co-author of the book 'Family Value at Risk,' financial planner at the Northwest Church of Christ, and an active member of a non-profit organization called Step Up. All of this while being a committed wife and a mother of two young children!
In today's podcast, Vanessa explains that wealth is much more than money. It can be your friends, family, and/or values. It's your legacy! Vanessa is passionate about guiding families through all aspects of their wealth, including estate coordination, asset management, and legacy planning. She partners and builds meaningful relationships with family to help them preserve wealth from one generation to the next.
To spread the message of intentional communication between families regarding financial planning, Vanessa co-wrote 'Family Value at Risk.' In this episode, she announces how it will soon be turned into a podcast and translated into Spanish!
It's to no surprise that her contribution has led her to be recognized as Forbes Best In State Wealth Advisor for 2021 and Barron's 2020 Top 100 Women Financial Advisors.
Join the conversation to hear about: