Shalina Martos (AAMS, CDFA, CFP®)

Shalina Martos focuses in the
following client markets or areas of practice:

Corporate Executives

Divorce Planning

High Net Worth Client Needs

LGBT Couples and Families

Medical Professionals

Tax Planning

Planning Specialties

Comprehensive Financial Planning, Concentrated Stock Positions, Stock Options, Retirement Planning, Retirement Spending Strategies, Social Security Planning, and College Education Planning

Additional Information

As a highly knowledgeable and motivated financial professional, Shalina brings a wealth of experience with more than 12 years working within the investment banking industry. During that time frame, working in both the Client Service and Associate Advisor roles, Shalina gained expertise helping clients through multiple bear market cycles. Her focus is on the best interest of her clients, listening to their hopes and dreams while at the same time, addressing their fears and concerns. Her top priority is helping clients navigate the changing course of their personal financial goals.

Outside of the office, Shalina can be found on the golf course attempting to get that coveted 2nd hole in one! She logged her first ace in 2015 while playing an early, foggy morning at Mt. Si. She also enjoys playing an occasional tennis match as well as hiking with her wife and dog Koda. When vacation allows, the family makes it a point to check one item off of the bucket list…even the dogs enjoy the simple splendor of a Napa Valley road trip.