Professional Profile
Marty Estrada is a native of western Nebraska and has lived and worked in California since 1990. He has been in the Escondido area since 1996.
Prior to joining Capitol Wealth Advisors, Marty was an investment representative with Edward Jones Investments since 2003. Marty was recruited to the financial industry from Schwan's Food Company where since 1987 he served in various capacities, including business planning and P&L management.
Marty currently holds Securities Registrations 7 and 63 as well as Life, Long Term Care and variable Insurance licenses.
Today's clients are bombarded with ideas and strategies, and face many challenges on the road to and during retirement. His philosophy is long and short term planning based on individual client or small business needs. Following a plan with regular reviews assure clients are on track to achieving their objectives.
Marty is an active member in the Escondido East Rotary Club, has been married since 1980 and has 4 children.
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member NASD/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
* For a comprehensive review of your personal situation, consult your tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice. Mutual funds, variable annuities and UITs are sold by prospectus. The prospectus contains additional investor information such as investment objectives, risks, charges and expenses. A prospectus is available from an Investment Executive. Please read carefully before investing or sending money.
Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.