Meet Your Financial Advisor,
Martin Lombrano
Martin Lombrano believes knowledge is only powerful when put into action. When it comes to his client’s financial well-being, Martin acts in their best interests with the fiduciary standard to put plans into action that accomplish their goals. As an advisor working with Pence Wealth Management, Martin helps individuals, families and business owners throughout Southern California with strategies that produce confidence in their wealth, income and legacy planning.
As a Personal Financial Planner (PFP) and AIF®, Martin understands the challenges we face when looking into effective financial planning strategies. From the ever changing tax, legal, economic and global events occurring daily, he holds his clients’ interests above all else. Through open and honest communication, he is able to provide an educational experience along with his planning process.
With more than 23 years as a financial advisor, Martin has guided his clients through dramatic global and personal life changing events. Whether it is the because of the loss of a loved one, an unexpected healthcare event, retirement or leaving a legacy, Martin always holds his clients personal and financial well-being close to his heart.
Martin holds a Bachelor’s of Science in Business Administration with a Concentration in Finance from California State University, Long Beach and completed his financial planning course work from the University of California, Irvine continuing education. He lives in South Orange County with his family.
Martin is an avid athlete and regularly works out, runs marathons and completed various triathlons. Martin and his family are actively involved in their local church and regularly sponsor religious and non-profit charities. It is his belief that “giving” is essential to having a successful life. In his spare time, you can find him completing items off his “bucket list”.
Through open and honest communication, he is able to provide an educational experience along with his planning process.
Martin Lombrano is an Accredited Investment Fidicuiary. Financial professionals who earn the AIF designation are part of an elite professional community of fiduciary specialists who have earned credibility and distinction in the marketplace.
- Accredited Investment Fiduciaries are certified for ability to follow fiduciary process and reduce compliance, litigation, and reputational risks
- Accreditation is based on qualified experience, education, competence, ethics, and continuing education
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