About Me
Know Me More
I'm CELIA KATHLEEN MARTEL, an Investment Adviser and Finance Manager
I specialize in providing expert financial advice and investment strategies to help you achieve your financial goals. With extensive experience in managing portfolios and financial planning, I offer personalized solutions that are designed to meet your unique needs.
My mission is to deliver results-driven financial guidance that is both timely and within your budget. Whether you need assistance with investment planning, wealth management, or retirement strategies, I am dedicated to helping you navigate the complexities of finance with confidence and professionalism.
- Name:CELIA KATHLEEN MARTEL
- Email:support@celiakathleenmartel.com
- CRD#:2865498
- From:Los Angeles, California
0
Disclosures
26+
Years Of Experience
5+
Exams Passed
2
State Licenses
Services
What I Offer?
Financial Planning
I provide comprehensive financial planning to help you map out your financial future and achieve your long-term goals with clarity and precision.
Investment Strategies
Customized investment strategies designed to grow your wealth and manage risks effectively, tailored to your personal financial goals.
Wealth Management
Strategic wealth management services to optimize your financial portfolio, ensuring long-term growth and security.
Retirement Planning
Expert guidance on planning for retirement, including strategies for saving, investing, and managing your retirement funds.
Business Financial Consulting
Professional consulting services for businesses, including financial analysis, budgeting, and strategic financial planning.
Risk Management
Comprehensive risk management strategies to identify and mitigate potential financial risks and ensure stability.
Resume
Experience
01/28/2005 - 06/29/2006
Financial Advisor
Ameriprise Financial Services, Inc.
Provided comprehensive financial planning and investment advice to clients, helping them achieve their financial goals.
04/09/2008 - 05/24/2020
Senior Financial Advisor
USAA Investment Management Company
Advised clients on investment strategies, managed portfolios, and provided financial planning services to ensure long-term financial success.
05/23/2020 - 05/26/2020
Investment Advisor
Charles Schwab & Co., Inc.
Specialized in investment strategies and portfolio management, offering tailored advice to meet clients' financial objectives.
07/17/2006 - 01/29/2008
Financial Advisor
1st Global Capital Corp.
Focused on delivering financial planning and investment solutions to help clients grow and manage their wealth.
Testimonial
Client Speak
Emma Johnson Investor from NYC
“Kathleen provided me with invaluable insights into my investment strategy. Their expertise in financial planning and personalized approach have significantly improved my portfolio's performance.”
James Lee CEO of FinCorp
"The financial strategies and investment advice I received from Kathleen have been exceptional. Their thorough analysis and proactive recommendations have greatly benefited my company's financial health."
Linda Roberts Entrepreneur
“I was impressed by Kathleen's ability to simplify complex financial concepts and tailor their advice to my specific needs. Their guidance has been instrumental in growing my business's financial stability.”
Michael Davis Tech Investor
“Working with Kathleen has been a game-changer for my investments. Their strategic advice and market insights have helped me make informed decisions and achieve outstanding returns.”
Contact
Get in Touch
support@celiakathleenmartel.org