Robert N. Martinelli

Before founding his financial advisory and management firm, Robert N. Martinelli studied business administration at Queens College. After graduating with a bachelor of science, he started Guardian Wealth Management in San Jose, CA. Robert N. Martinelli has served the community as a financial advisor for more than 20 years.

Complementing his leadership duties, Robert N. Martinelli takes an active hand in bringing in new clients and guiding them in financial decisions. One of his chief interests is the development of financial plans that target long-term gain. These plans tackle the issue of wealth management through investment, insurance, tax, and legal means, making sure that clients take advantage of every possible benefit available to them. During his career, the financial professional has developed several processes for those he advises, depending on their stage of life and financial needs; these include Retired Planning, Net Planning, and the Full Harvest Process.

Robert N. Martinelli carries over his professional knowledge to his volunteer work, through which he seeks to educate others about financial awareness. He teaches the financial education course The Richness of Life, which targets individuals and couples entering into or approaching the early phase of retirement. Robert N. Martinelli also affiliates with the Society for Financial Awareness, an organization that instructs corporations and other large groups about financial programs.