Finance Services Tailored to Your Needs

Retirement Planning

Build a strong financial foundation for a secure and comfortable retirement.

Investment Strategies

Grow your wealth with personalized investment plans aligned with your goals.

wealth management

Comprehensive financial planning to preserve and enhance your assets.

Tax Optimization

Reduce tax liabilities and maximize your savings with strategic planning.

Estate Planning

Ensure your legacy is protected and efficiently transferred to your loved ones.

Investing For Kids

Plan ahead for your child’s financial future with smart investment strategies, e...

About David Martínez

ESPAÑOL: Con 30 años de trayectoria en mercadeo y ventas directas, he cultivado una profunda comprensión de las necesidades de los clientes y la construcción de relaciones sólidas. Ahora, me entusiasma aplicar esta experiencia en Rise North Capital, donde ayudo a individuos, familias y pequeños negocios a planificar estratégicamente su futuro financiero y alcanzar sus metas. Mi pasión radica en empoderar a otros para que tomen decisiones inteligentes y construyan seguridad a largo plazo. ENGLISH: With 30 years of experience in marketing and direct sales, I've cultivated a deep understanding of client needs and the ability to build strong relationships. Now, I'm excited to apply this experience at Rise North Capital, where I help individuals, families, and small businesses strategically plan their financial future and achieve their goals. My passion lies in empowering others to make smart decisions and build long-term security.

What’s Your #1 Financial Goal Right Now?

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Testimonials

Gracias a su asesoría, pude adquirir un plan de protección que me da confianza y tranquilidad. ¡Altamente recomendable! Aurys Faraj

Aurys Faraj

Insurance Client

Will You Have Enough Saved for Retirement?

Retirement Saving!

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Need Financial Advice? Let’s Talk!

David Martínez

Are You Maximizing Your Tax Savings?

Tax Saving!

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