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.
Calabasas, CA
"I believe in a goals-based planning approach, understanding each client's unique needs, and providing personalized solutions to help them achieve financial independence."
Drew's published work
Market Updates & Economic Outlook
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore.
How can I help?
Tax Optimization
‍
Financial Planning & Analysis
Investment Management
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:
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.
Monthly recaps on financial markets. Stay in the loop with Drew.
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.
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.
.png)
