A financial partner you can trust
Integrity First Financial Services creates financial solutions that will empower our clients and assist them in fulfilling their financial goals.
We consider it an honor and a pleasure to serve each of our clients. We will serve you with knowledge, integrity and professionalism. You can rest assured you made the right decision when you chose to work with us as your trusted advisors.
Our clients often describe us as being able to provide intuitive financial solutions in an easy to understand approach with exceptional customer service.
About Lisa Martinez
Lisa Martinez follows her family’s footsteps in the financial services industry and is extremely knowledgeable and passionate about her work. She specializes in the area of retirement accumulation, preservation and wealth transfer. Helping her clients live well with financial dignity, independence, and peace of mind is her primary objective.
At Integrity First Financial Services, we work with our clients to determine their objectives, and then devise sound strategies for achieving their objectives. Lisa values the art of listening to her client’s and customizing a strategy to meet her client’s needs. She thoroughly enjoys taking her knowledge and experience and helping people improve their financial situations. As an independent advisor, she can pick and choose the best strategies from the whole world of options available as opposed to being limited to a single institution.
Lisa and her extended family have lived in Colorado for over 130 years. She grew up in the western slope and after high school she moved to Denver to pursue her dreams. She graduated from Metropolitan State College of Denver with her Bachelors of Science degree with an emphasis on personal financial planning. She enjoys helping others and currently volunteers at Bessie’s Hope visiting and spending time with Alzheimer’s patients.
You are sure to enjoy her light-hearted informative approach to the complex world of personal finance and preservation of assets.
