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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Vanessa Martinez
CEO at Expressive Wealth


Vanessa N. Martinez, MBA, is the Chief Executive Officer and Managing Partner of Expressive Wealth, a firm dedicated to empowering individuals and families to achieve clarity around their family’s financial future and build generational wealth to sustain their legacy. With over 15 years of wealth management experience, Vanessa is committed to aligning values-based goals with holistic well-being, guiding families through all aspects of their financial journey. Vanessa earned her BBA in Guatemala, C.A., and her MBA in finance from North Park University. She has co-authored her first book, Family Value at Risk, and holds her FINRA Series 6, 7, 63, and 65 certifications.

Agenda Sessions

  • RIA Edge Fireside Chat: Navigating Family Wealth Conversations with a Chief Clinical Officer