Will Martens

Will Martens, CFP®

Wealth Advisor CA
415-898-4439 Ext 3
Will@Valleyoakwm.com

Will Martens joined Valley Oak Wealth Management full-time in July 2020 after completing a summer internship with the firm as he was finishing up college. Growing up in the Bay Area, he has known the Russell family for many years—particularly Tim Russell and his son, Teddy—through their shared love of sailing.

After earning a Bachelor’s degree in Business Administration with a concentration in Finance from the College of Charleston in South Carolina, Will returned to the Bay Area to pursue his passion for finance and wealth management.

With a strong interest in trading, investing, and working with financial markets, Will brings enthusiasm and a hands-on approach to his work. He is licensed with the Series 7 and Series 66 certifications ( held through LPL Financial), holds a Life Insurance license, and holds a CFP Certification. His commitment to client success and passion for financial growth make him a valuable part of the Valley Oak team.

Outside of his professional life, Will is an avid adventurer and outdoor enthusiast. He enjoys sailing, kiteboarding, hiking, and working on and driving cars. In his downtime, he loves spending time with his girlfriend, her dog, and two cats, and he’s always looking forward to his next travel adventure. Will also volunteers occasionally for events in San Francisco, giving back to his community when he can.