Liz Martinis

Senior Client Associate

 

The relationships we have with our clients here at Impact Benefits & Retirement  is what’s fun about coming to work every day. No two clients are alike and the culture is unique in every building we walk into. My job is to figure out what our clients want and need to make their retirement plans successful. I strive to help employees understand their benefits in a way that makes them want to participate in making their retirement what it should be!

 

I hold a B.A. in International Studies and Business from Portland State University and a M.A. in International Policy and Development from the Middlebury Institute of International Studies at Monterey.  While I am new to the financial industry in the United States, I have sought to bring financial inclusion and awareness to underserved communities in Central and South America. I pass the same fervor to my work with Impact Benefits & Retirement and our clients.

 

In my spare time, I love enjoying the outdoors with my energetic dog, Lou-from-Peru. I am an avid reader and seeker of knowledge! When not enjoying the solitude of the outdoors and reading, I spend time with my family, cooking, drinking wine, and enjoying the love that only family can bring!

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

 

Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

Impact Benefits & Retirement © 2017. All Rights Reserved.

 

 

Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.

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