Will Martens

Research and Investment Coordinator

Phone: 415.898.4439

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Frederick William Martens “Will” is our Research and Investment Coordinator. He has a passion for investments and finance, and strives to enhance the performance and successes of the Valley Oak Wealth Management team. Will specifically enjoys working with clients and helping them implement their financial plans. Will was born and raised in Marin County, and headed out east for his college years. Before joining our team full time, Will worked in the Valley Oak Wealth Management internship program for two years while attending The College of Charleston in South Carolina. There, he had a concentration of studies in finance, investments and marketing, and was a member of the Varsity Sailing Team which won multiple national championships: Ranked #1 Division 1 — Varsity Athlete Academic Honors all four years.

Will graduated with a Bachelor of Science in Business Administration with a concentration in finance, and is furthering his education for advanced financial planner designations. He is currently FINRA Series 7 and 66 registered, through LPL and has his life insurance license and is currently studying for his CFP. He envisions a long career in the Independent Wealth Advisor arena, and looks forward to building multi-generational relationships with our clients and colleagues. When not in the office, Will likes high-performance cars, or being on the bay sailing or kite boarding –enjoying the beautiful outdoors that the Bay Area offers.