Kirstie Martinez
Director of Portfolio Management and Relationship Manager
West Financial Services
Our mission is to provide an experienced, qualified, and creative team that genuinely cares about your needs and develops a meaningful long-term relationship.
Contact Me
Send Kirstie a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity.
Our office is located in McLean, VA. We serve clients throughout the region and across the country.
All advisors at West Financial are Fee-Only and fiduciary meaning they are never paid a commission of any kind, and have a legal obligation to provide unbiased financial advice.
Contact us for an initial meeting to see if we may be a good fit.
Get to Know Kirstie Martinez
Kirstie has over 24 years of experience in the wealth management industry. In her current role as relationship manager, she advises high-net-worth clients on investment management, personal financial planning, and retirement planning strategies. As director of portfolio management, she oversees the team of portfolio managers, who are responsible for portfolio construction, review, and analysis. Since joining West Financial Services in 1998, she has held a variety of positions, including director of client services where she managed all aspects of client service, custodian relations, and account administration.
Kirstie is a graduate of Syracuse University, where she received a BS in Finance and Economics from the Whitman School of Management. She was recognized by Five Star Professional as a Five Star Wealth Manager* (2023).
Kirstie lives in Herndon, Virginia, with her husband and two children. In her free time, she enjoys cheering on her son and daughter at their soccer and basketball games.
Professional Affiliations/Memberships
Member of Washington Association of Money Managers and currently a candidate for the CERTIFIED FINANCIAL PLANNERTM designation
I Can Help You With:
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Executive and Business Consulting
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Foundations and Associations
- High Net-Worth Families
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Office Locations
2010 Corporate Ridge Road, Suite 530 - McLean, VA 22102
