Kelvin Martinez MontesLong Pond, Mt. Read, and Ridgeway Offices
Financial Consultant
Kelvin has worked in the financial services industry since 2022, previously working as a Financial Services Representative before being named Financial Consultant in 2025. His experience includes roles focused on financial planning and investing support for a wide range of clients. Kelvin takes on a personalized approach when developing financial plans with clients, paying special attention to individual circumstances and defined goals. Building long-term client relationships is central to his work, allowing for a clear understanding of financial priorities, time horizons, and retirement considerations.
Outside of the office, Kelvin enjoys attending hockey games, having dinner with friends and family, reading, and exercising at the gym.
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