Welcome to our Member Spotlight Series, where we proudly showcase the businesses and individuals making a difference in our Strive community and beyond! Today we have the pleasure of highlighting David Martinez with SmartPro Financial, a financial planning and investment firm officing out of Strive North Dallas. Join us as we learn about why David joined the financial management industry, and what he finds most rewarding about his work!
Tell us a little about SmartPro Financial.
We are group of independent advisors that provide financial planning and investment management for our clients.
What led you to join SmartPro Financial?
I was looking to join a financial firm that shared my same values of helping clients reach their goals.
What sets your business apart from your competitors?
Most of us are SmartVestor Pros which are advisors recommended by Dave Ramsey. We have no account minimums, offer access to proprietary world-class investment portfolios, we offer a range of services to meet our clients needs. Our flexible investment options include Fiduciary-style managed accounts and comprehensive financial planning. We can also assist with term life, disability and long term care insurance needs. Even though we are independent, we continuously collaborate to stay ahead in our evolving industry. We share innovative solutions, new products, and insights, ensuring that no one has to be an expert in everything. This teamwork allows us to help clients with any unique situation
What is something you wish you’d known when you were just starting out in the business?
Don’t try to do everything, become great at something and then start to branch out more.
What is one unexpected way your business has changed so far in your journey?
The use of technology has changed drastically in the last few years.
What is the most rewarding part of your job?
Being a part of the life stories of my clients and seeing how they progress and advance in life.
What is something you have learned about yourself/the industry since joining the business?
The most important and fundamental thing that has to exist before anything else is trust.
How has being a part of the Strive community affected you and your business?
I have had the opportunity to have access to a well-run location that has allowed me to focus on my business without worrying about many things that are taken care of for me here.
If you could have a conversation over coffee with yourself from 5 years ago, what would you say to him/her?
Don’t falter, always put God first.
If you had a friend in town, and you could take them to one of your favorite restaurants or spots in your community, where would you take them?
I would take them to Café Madrid!
We would like to thank David for his willingness to participate in our spotlight series and to share his experience with us. If you are interested in being part of our member spotlight series, please don’t hesitate to reach out to your community manager; we are always eager to help elevate your business in any way we can!