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
How to Plan Your Best Summer Vacation
Summer vacation is about exploring new places, experiencing all of the attractions and having spontaneous fun. But before you head out the door, you should have a budget plan in place. There is an easy way to budget for your vacation. In addition to pre-purchasing...