CEO and Managing Partner
Vanessa N Martinez, MBA
Vanessa traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications.
In 2020 she co-authored her first book, Family Value at Risk, Inclusive Communication to Pass on Your Family’s Wealth and Legacy. As a female advisor, Vanessa has been recognized by both Barron’s and Forbes and has been a guest on CNBC Power Lunch, Yahoo Finance, Bloomberg, and many industry podcasts.
As Managing Partner, Vanessa has selected a supportive community at Expressive Wealth™, one that shares her devotion to comprehensive wealth planning, understanding clients’ unique needs and goals, and fostering a lasting legacy.
A Message from Vanessa…
Articles by Vanessa Martinez
Having It All: How to Achieve Your Financial & Career Goals
Did you know that in the early 1900s, only six percent of married women worked outside of the home? It wasn’t until the First World War that women joined the workforce in masses, only because the men were needed in the armed forces. Fast forward to a century later,...
Align Your Leadership Style With Your Values
When you hear the word "values," you probably think of some personal examples, such as discipline or perseverance. Go one step further and consider leaders you admire. What values were behind the notable decisions they made or memorable actions they took? Were those...
Fun Financial Literacy Games for the Whole Family
With summer in full swing, you are most likely spending quality time with your family. While taking advantage of this time together, why not take a moment (or two) to have a little fun AND teach your kids about financial literacy? It is never too early for your...