Ismael Martinez Navarro

Ismael Martinez Navarro, CFP®, has a diverse work experience in the financial industry. Ismael began their career as an Assistant Manager at Wells Fargo Bank in 2011, where they worked until 2013. Navarro then joined Merrill Edge as a Financial Solutions Advisor from October 2013 until December 2019. Ismael currently holds the position of Vice President Brokerage & Insurance Sales at Logix Federal Credit Union, where they were previously the Manager of Brokerage & Insurance Sales from May 2022 to February 2023. Before that, they served as a Financial Consultant at Logix Federal Credit Union from January 2020 to May 2022.

Ismael Martinez Navarro, CFP®, obtained a Bachelor's Degree in Business Administration and Management, General from California State University, Northridge, where they studied from 1997 to 2002. In addition to their bachelor's degree, they have acquired several certifications throughout their career. In 2008, they obtained the SERIES 7 certification from the Financial Industry Regulatory Authority (FINRA). Later, in 2015, they obtained the CRPC certification from the College for Financial Planning, followed by the AWMA certification in 2016 from the same institution. Ismael'smost recent certification is the CFP Professional, which they obtained in 2018 from the CFP Board.