Anna Martinez is an institutional retirement plan advisor based in Santa Barbara, CA.

Anna joined CAPTRUST in 2024 and serves as a financial advisor relationship manager with the Santa Barbara Team. As a member of the Santa Barbara team, Anna is committed to providing ongoing support and service to our retirement plan clients. She is responsible for meeting with plan participants, providing comprehensive financial wellness and advice. In addition to her role in institutional support, Anna provides financial planning for individuals, business owners, and corporate executives. She is dedicated to developing and maintaining client relationships through sound advice and financial planning.

Anna has a background in financial services and has worked with high-net-worth clients at Morgan Stanley and Wells Fargo. Before joining CAPTRUST, she continued working as an independent advisor and a financial wellness coach, helping employees navigate their personal finances. Anna holds a Bachelor of Arts in sociology from the University of California Santa Barbara. When she’s not at work, Anna enjoys running and volunteering, as well as spending time with her nieces and nephews.