Mario H Martinez Jr in

Mario H Martinez Jr

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Wealth Management Advisor at Excellentia Capital - Northwestern Mutual Private Client Group
📍 Kennewick, Washington, United States

Mario is a Partner and Wealth Management Advisor at Excellentia Capital, a Northwestern Mutual private client group. Recognized as a Top Hispanic Wealth Advisor in 2023 and 2024, he applies strategic thinking from his prior law enforcement career to financial planning. He holds a Bachelors degree from Central Washington University.

As a first-generation college graduate from a family with roots in Nuevo León, Mexico, Mario is passionate about helping clients build lasting financial confidence. He believes in creating strong relationships and providing clear guidance to support individuals and families in achieving their long-term goals.

Before his career in finance, Mario spent seven years as a tactical and crisis management expert on a SWAT team.

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Experience
15 Years
Current Role
Wealth Management Advisor
Location
Kennewick, Washington, United States
Personality Overview

How Mario shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mario cares about

Wealth Management
As a Partner and Wealth Management Advisor, he focuses on thoughtful, long-term financial planning for individuals and families to build lasting financial confidence.
Market Commentary
Frequently shares and engages with market analysis concerning Federal Reserve policy, inflation, and shifting market dynamics from his firm's Chief Investment Officer.
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Career

Work history

8-2013
Wealth Management Advisor
Excellentia Capital - Northwestern Mutual Private Client Group
8-2009 - 11-2011
Corporal
Ephrata Police Department
In the press

Media appearances

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Education
2000 - 2004
Bachelor of Applied Science (BASc)
Central Washington University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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