Meet Manny Martinez, MBA
Bilingual Financial Advisor for Business Owners and High-Income Professionals
Founder of Copa Wealth Strategies, Manny Martinez brings over 37 years of financial services expertise to business owners and high-income professionals. He holds a B.S. from Columbia University and an MBA from NYU Stern School of Business. As a Dominican-American advisor, he serves clients who are serious about their financial future — acting as a strategic partner nationwide via a fully virtual practice. Based in the Portland, Oregon metro area and operating within Fortis Capital Advisors, Manny offers bilingual planning in both English and Spanish for those ready to build something that lasts.
The Financial CEO Approach
We quarterback your entire financial life: cash flow, investments, insurance, estate planning, business exit, and CPA coordination. One strategic partner for every dimension of your wealth.
Cash Flow Structuring
Investment Strategy
Optimizing the lifeline of your business and household for maximum liquidity and future growth.
Institutional-grade asset allocation built tailored to your business risk and lifestyle needs.
Insurance & Protection
Comprehensive risk management to safeguard your professional legacy and personal assets.
Estate Planning
Ensuring your wealth transfers exactly how you intend across generations.
Exit Strategy
Coordinating the most profitable transition for your business, whenever that chapter arrives.
CPA Coordination
Coordinating with your CPA and tax team to ensure every financial decision is tax-aware and efficient.