ENZI Wealth

David Martinez is a CFP® professional with 32 years of experience in the financial services industry. He has been with ENZI Wealth since 2021 and previously worked at Ameriprise Financial Services, Inc. for 16 years. Martinez is also the managing partner of ENZI Tax, LLC, a tax preparation and accounting firm. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals and employer plan sponsors. The firm manages approximately $424 million in client assets and employs a variety of analytical methods and strategies, including active management of held-away retirement accounts through a connectivity platform.

Daniel Snowden is a CFP® professional with six years of experience in financial advising. He has worked at ENZI Wealth since 2021 and previously held positions at Ameriprise Financial Services and Texas A&M University. Outside of finance, he has experience in the food service industry through his time at Mad Taco. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a blend of fundamental analysis, technical charting, and modern portfolio theory, offering both long- and short-term strategies while incorporating held-away account connectivity and fiduciary support services.

William Martinez is a CFP® with seven years of industry experience, currently serving as an advisor at ENZI Wealth in Austin, TX. His prior experience includes roles at Ameriprise Financial Services and Little Collins. Outside of his advisory work, he hosts the podcast "Soup of Wall Street," which covers investments, market commentary, politics, and general information. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in client assets and employs a variety of analytical methods and active management strategies, including oversight of held-away retirement accounts through a connectivity platform.

Daniel Martinez is a financial advisor at ENZI Wealth in Austin, TX, holding a Series 65 designation. He has been with the firm since 2022 and has no prior industry experience. Before joining ENZI Wealth, his work history includes roles at several country clubs and time as a student. ENZI Wealth provides portfolio management, financial planning, estate planning support, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm manages approximately $424 million in assets and employs a variety of analytical methods and strategies, including active management of held-away retirement accounts through a connectivity platform.