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Martinez named Insurance & Investments Financial Advisor of the Month

TUCSON, AZ (December 18, 2017) — Vantage West Financial Advisor Christian Martinez was recently named MEMBERS Insurance & Investments Financial Advisor of the Month by CUNA Mutual Group.

The Financial Advisor of the Month recognition is awarded to individuals who demonstrate sales success with MEMBERS products from CMFG Life Insurance Company and MEMBERS Life Insurance Company. Advisors are selected for their impact on customers and ability to inspire and motivate others, as well as their passion for meeting the investment and insurance needs of their clients.

“It is an honor for me to serve Vantage West Credit Union members with passion and confidence, knowing that I am looking after their best interest. I have been in the financial services industry for more than 12 years and have partnered with many different companies. Given the vast investment strategies and products to choose from, MEMBERS Products provides solutions that are competitive and easy to understand. Most importantly, it meets the needs and expectations of credit union members whom I serve,” Martinez said.

As a registered representative with CUNA Brokerage Services, Inc. (CBSI), Martinez specializes in retirement planning, wealth management, financial planning, and risk management.  He is also a licensed representative of CMFG Life Insurance Company, and is able to help credit union members with personalized strategies for their investment and insurance needs.

Notably, Martinez is the third Vantage West Financial Advisor to receive MEMBERS recognition. In 2016, Vantage West Financial Advisor Stephanie Morales, CRPC©, Vice President – Wealth Management, and  Financial Advisor Kenneth McGlamery were also named MEMBERS Insurance & Investments Financial Advisor of the Month (in separate occasions) for their  dedication in serving the needs of  Vantage West Credit Union members.

Christian Martinez


About Vantage West Credit Union

Vantage West, the parent credit union for HUSTL, is one of the largest credit unions in Arizona and has been recognized by Newsweek as one of America’s Best Regional Banks and Credit Unions for 2024 and named a Forbes Best-In-State Credit Union for 2023. Established in 1955 to serve personnel at Davis-Monthan Air Force Base, the credit union has expanded to serve anyone in Pima, Pinal, Maricopa, and Cochise Counties and beyond, through its digital channels. Vantage West offers consumer and business banking services. Both Vantage West and HUSTL are federally insured by NCUA. For more information, visit VantageWest.org.

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About CUNA Mutual Group

MEMBERS Life Insurance Company (MEMBERS Life) is one of the companies in the CUNA Mutual Group, a leading provider of financial services to credit unions and their members worldwide. CMFG Life Insurance Company (CMFG Life), the parent company of MEMBERS Life and the first company in the group, was founded in 1935 by pioneers of the credit union movement, out of the belief that insurance was as fundamental to their mission as savings and lending.

Contacts

Jill Casey Pintor,
Jill.Casey@VantageWest.org
Martin.Casarez@VantageWest.og

 

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