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Delores A Martini
D Martini and Associates, Inc (view work website)
President
Industry:
Financial Services
Location:
Santa Maria, CA (Office)
Education:
Bachelors, University of LaVerne Business
Expertise:
Certified Financial Planner
Financial Consultant
Retirement Planning Counselor
Management of Expectations
Establishing realistic goals
implementing and monitoring plan(s)
Hobbies:
Traveling (before TSA,) reading, gardening, interior design and decorating and on rainy weekends watch action, adventure or horror movies in front of fire with a bowl of homemade chili.
About Delores
I have worked in the financial services industry in excess of 20 years. Most of which was with Dean Witter which became Morgan Stanley. For 10 years I was strictly a Financial Consultant. The following 10 years I wore the hats of both Financial Consultant and Branch Manager.I recieved my srs 7 and 63 in 1985, srs 3 in 1987, srs 8 in 1994 and srs 65 in 1997. I earned my CFP designation in 1991 and the CRPC in 2009. In April 2007 I joined Securities America companies, offering investments through Securities America, Inc. (Member FINRA?SIPC) and advisory services through Securities America Advisors, Inc. This is when D. Martini and Associates, a separate and unaffiliated company, was formed.
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