Drew Martino

Hello there 👋🏼 I'm Drew Martino, and I bring over 20 years of experience in financial services, specializing in retirement planning, retirement income, investment selection, and custom asset allocation models. My mission is to help clients achieve financial independence and secure their future through comprehensive, personalized financial planning.

DREW's TEAM:

Alex Walejewsky

Michael McCarthy CFP®

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Calabasas, CA

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How DREW works with clients
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"I believe in a goals-based planning approach, understanding each client's unique needs, and providing personalized solutions to help them achieve financial independence."

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How can I help?

Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.

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Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Investment Management

Strategic, data-driven investing for ambitious results.
Our expertly curated investment portfolios are meticulously designed to guide you through the intricate financial landscape, placing you at the forefront. Experience personalized solutions tailored to your needs and navigate them with confidence.
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My Approach

I use a goals-based planning approach and take the time to determine each client's risk tolerance. I specialize in minimum volatility portfolios and utilize Monte Carlo Simulation and statistical methods to target various outcomes and measure the probability of success. My five-pronged approach includes:

1. Understanding client goals and priorities
2. Budgeting and cash flow analysis
3. Debt management (good debt vs. bad debt)
4. Savings and investment planning
5. Risk management and insurance planning
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know Drew

Drew Martino, based in Calabasas, CA, is a dedicated financial advisor at Savvy Wealth. With over 20 years of experience in financial services, Drew's career began in credit and lending, where he optimized household balance sheets. The 2008 great recession profoundly impacted Drew, as he witnessed the severe consequences of inadequate financial planning on families. Motivated to make a difference, Drew transitioned to financial advising to help clients avoid such financial disruptions and secure their retirement plans through proper planning and risk mitigation. His journey reflects a deep commitment to ensuring that families achieve their financial goals.

In addition to his professional work, Drew is actively involved in his community. He volunteers as a youth baseball and football coach, sponsors underserved youth during Christmas, and teaches financial education to children in both private and public schools.

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CONNECT WITH DREW

Book a 30-min introductory call with Drew.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Alex Walejewsky

Senior Client Associate

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Alex has been in the Wealth Management industry for 5 years, starting his career within the operations function at Northrock Partners. While assisting various advisor practices supporting diverse clients, he recognized the significance of harnessing technology to streamline and automate back-office procedures. Excited about the technology-enabled future of Wealth Management, Alex joined Savvy in March of 2024 as a Senior Client Associate.

Alex is a graduate of Boston University’s Questrom School of Business.

Hillary Peterson

Client Services Manager

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Hillary is a seasoned professional in the wealth management industry with nearly a decade of experience supporting clients. Having excelled at Clarity Capital Management, she prides herself on her meticulous precision and dedication to top-tier service. Since joining Savvy in September 2022, Hillary has helped streamline service processes, enhancing the way in which we help serve advisors and their clients.

Hillary is a graduate of Western Washington University and currently resides in Washington state.

Helen Zheng, ChFC®

Senior Client Associate

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Helen has been in the wealth management industry for over eight years. She started her career as an independent producer but moved into holistic financial planning earning her securities licenses and a financial planning designation. She later transitioned to Fidelity's wealth management sector in Silicon Valley where Helen provided support to advisors and clients nationwide. 


Joining Savvy was a deliberate choice for Helen, drawn to the pioneering advancements the company is making in wealth management. She views this evolution as a much-needed transformation in financial services, emphasizing a crucial juncture where efficient technology adoption will set apart wealth management practices in supporting clients.

Helen is an alumna of Loyola University Chicago and holds the prestigious Chartered Financial Consultant® (ChFC®) designation. She calls the San Francisco Bay Area home.

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