Frances Martinez is a Client Service Associate at Rebalance. Frances has previous experience working as an Account Manager at Schur & Sugarman and as a Bookkeeper at Shenassa & Company. Frances has also worked as an Assistant Bookkeeper at Schur & Sugarman CPA's APC.
Frances Martinez has an Associate of Arts in Accounting from Pierce College.
Frances Martinez reports to Sally Brandon, SVP, Client Service & Advice.
Current role
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Miracle Mile Advisors
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at The Colony Group