Our Qualifications

As a Financial Advisor with Waddell & Reed, Olivier P Martinez's objective is to assist clients to pursue their personal financial goals.  He believes financial planning is a cornerstone to finding the right path for the long run and to staying on track every year.  As a trusted Financial Advisor, he focuses on financial planning, investment analysis and strategies, and insurance planning.  He helps clients identify their goals, implement suitable strategies, and maintain ongoing diligence to pursue their desired result. Olivier believes in learning, hard-work, honesty, and respect.

Please email or call to schedule a free, no obligation, introductory session to help you understand the opportunities and potential rewards that could result when you take a proactive approach to your personal financial situation.

Education

Master's in Applied Economics from Sciences Po, Paris, France

Master's in Financial Management from Skema Business School, Sophia Antipolis, France

Master's of Business Administration from University of Nice, France

Bachelor's in Management Information Systems from University of Paris XII, France

Previous Experience

Advisor Associate – Seattle Waddell & Reed 2014-2016

Tax preparer – Seattle Karen Einberger Tax Preparation 2015

Financial Advisor and Insurance Agent – Seattle area insurance company 2013

Freelance Consultant – European banks and financial services firms 2003-2013

Registered Advisor – Montreal, Canada investment firm 1999-2001

Community Involvement

Emerald City Rotary Club – Member

Internations – Member

Union of French Nationals Expatriates – Board Member

French American Chamber of Commerce in Seattle – Membership Committee Member

 

Waddell & Reed is not affiliated with any organizations listed herein.

 

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