Calabasas, CA
Drew Martino
Hello there 👋🏼 I'm Drew Martino, and I bring over 20 years of experience in financial services, specializing in retirement planning, retirement income, investment selection, and custom asset allocation models. My mission is to help clients achieve financial independence and secure their future through comprehensive, personalized financial planning.
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Savvy Investment Team
Parker Howard
Parker, born and raised in Phoenix, Arizona, now lives in Buckeye, AZ. He earned a Bachelor of Science in Finance & Economics from Grand Canyon University and holds Series 7, 63, and 65 certifications. As a Client Service Associate, he brings a strong foundation in finance and client service expertise.
With five years of broker-dealer experience, Parker has honed skills in relationship building, advisor support, and client service. Since joining Savvy, Parker has focused on exceptional client service and streamlining new business onboarding.
His professional approach centers on proactive problem-solving, clear communication, and precise execution. Outside work, Parker values family, faith, and cheering for Arizona sports teams.
I believe in a goals-based planning approach, understanding each client's unique needs, and providing personalized solutions to help them achieve financial independence.
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STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
Our expertly curated investment portfolios are meticulously designed to guide you through the intricate financial landscape, placing you at the forefront. Experience personalized solutions tailored to your needs and navigate them with confidence.
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Get to know
Drew
Drew Martino, based in Calabasas, CA, is a dedicated financial advisor at Savvy Wealth. With over 20 years of experience in financial services, Drew's career began in credit and lending, where he optimized household balance sheets. The 2008 great recession profoundly impacted Drew, as he witnessed the severe consequences of inadequate financial planning on families. Motivated to make a difference, Drew transitioned to financial advising to help clients avoid such financial disruptions and secure their retirement plans through proper planning and risk mitigation. His journey reflects a deep commitment to ensuring that families achieve their financial goals.
In addition to his professional work, Drew is actively involved in his community. He volunteers as a youth baseball and football coach, sponsors underserved youth during Christmas, and teaches financial education to children in both private and public schools.
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How did you become a financial advisor?
My journey to becoming a financial advisor began with a career in credit and lending, where I optimized household balance sheets. The 2008 great recession was a turning point for me, as I witnessed many families struggling due to inadequate financial planning. Motivated to make a difference, I transitioned to financial advising to help clients avoid such disruptions and secure their retirement plans through proper planning and risk mitigation.
What types of clients do you work with?
I work with nonprofit employees, including teachers utilizing 403B plans, business owners, and high-net-worth private families. I believe that great teachers deserve access to dedicated financial professionals who have their best interests at heart. I also assist business owners, providing comprehensive financial planning and support tailored to their unique needs.
What areas of expertise do you have?
My experience includes retirement planning, income in retirement, risk mitigation, tax-efficient strategies, succession planning, and comprehensive financial planning. I use a goals-based planning approach and advanced tools like Monte Carlo Simulation to try to target outcomes and measure success probabilities.
What kinds of strategies do you help clients with?
I employ a comprehensive, five-pronged approach to financial planning to ensure that every aspect of my clients' financial health is addressed. First, I take the time to thoroughly understand my clients' goals and priorities, as this forms the foundation of a successful financial plan. Next, I conduct detailed budgeting and cash flow analysis to help clients manage their finances effectively and ensure they are on track to meet their financial objectives. Debt management is another crucial aspect of my approach; I differentiate between good debt and bad debt and develop strategies to manage or eliminate debt in a way that supports clients' financial goals.
In addition to managing finances, I assist clients with savings and investment planning, crafting personalized investment strategies that align with their risk tolerance and long-term objectives. This involves selecting appropriate investment vehicles and ensuring a diversified portfolio to minimize risk and maximize returns. Lastly, I focus on risk management and insurance planning, identifying potential risks to clients' financial well-being and recommending suitable insurance products to mitigate these risks.
This holistic approach allows me to provide clients with a well-rounded financial plan that addresses all their needs and helps them achieve their financial aspirations.This approach ensures that every aspect of a client's financial health is addressed, providing a comprehensive and personalized financial plan.
What is your favorite part of working with clients?
My favorite part of working with clients is getting to know them and their families. I value making a positive impact on their lives and being there to help them through different life stages. Building long-lasting relationships with clients and helping them achieve their financial goals is what drives me.
What is it like partnering with Savvy?
Having worked for some large financial institutions, I appreciate the innovative platform, planning tools, and technology at Savvy Wealth. These resources enable me to provide exceptional service to my clients and help them achieve their financial aspirations.
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