CALIFORNIA CONSUMER - Key Persons
Danielle D. Martinez received her BA in Economics from the State University of New York at Stony Brook and her MBA in Finance from Hofstra University in Hempstead, NY. Her career in the Financial Services industry began in NY at AIG in 2006. In 2007, Danielle passed her Series 7 and Series 66, and began pursuing her CFP® Certification. In 2008 she passed her Life/Health/Annuity (2-15) and moved from AIG to Raymond James Financial Services. She completed the CFP® coursework in 2010 and is now eligible to sit for the CFP® exam. She relocated from NY with her family to South Florida in 2011 and continued with Raymond James Associates in Miami until October 2012, when she joined Associated Financial Consultants and Investor Services as Luana Mobley Corral's Account Executive. She holds her Series 7 through Investacorp, Inc., a registered Broker/Dealer, Member FINRA, SIPC and her Series 66 through Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm.
As Account Executive, Danielle is responsible for client communication and service. She is an operations and administrative specialist, and as such, is the primary contact for Luana's clients. She handles all client service matters including new accounts, transfer processes, and interactions with investment companies to ensure that the strategies you develop are carried out with precision. Danielle is here to serve our clients with "Ritz Carlton quality" and "FedEx efficiency" and to ensure that promises made are promises kept.
When not working, Danielle enjoys spending time with her husband, visiting her kids, being outdoors, traveling, and going for walks with her 2 mini dachshunds.
Danielle can be reached at 954-983-5600 Ext. 154 or via email at danielle@afc-ais.com.
Luana began working in the financial services industry in 1969, primarily in the areas of insurance and qualified retirement plans. In 1990 she joined the MassMutual, specializing in insurance and financial services for individual, family, and business needs. She is currently associated with Crossroads Consulting of South Florida, Inc. to prepare people for life after divorce, Associated Financial Consultants, Inc. for non-securities related insurance and annuity products, and Associated Investor Services, Inc., a Registered Investment Advisory firm, for financial planning. She is securities licensed through Securities America, Inc. a registered Broker/Dealer, Member FINRA, SIPC. Advisory Services are offered through Securities America Advisory Services, Inc., a SEC Registered Investment Advisory Firm. Crossroads Consulting, Associated Financial Consultants & Investor Services, and Securities America are separate entities.
Luana is licensed to use the following professional marks: Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS®), Certified in Long-Term Care (CLTC™), Behavioral Financial Advisor (BFA™) and Certified Divorce Financial Analyst™ (CDFA™). She must adhere to a Professional Code of Ethics and meet annual continuing education requirements to entitle her to continued use of these professional marks. Additionally, Luana is an NFL Players Association (NFLPA) Registered Player Financial Advisor and an Ed Slott Master Elite IRA Advisor.
Luana's client mix is eclectic: business owners, athletes, retirees, families, and women on their own. She has figured out, though, that no matter who the client is - there is a natural gravitation to support the unique needs of women. Generally, husbands instinctively want to make sure their wives and children are financially ok when they are no longer around to support them. Luana's goal continues to be that a husband and wife be equally equipped to deal with the financial issues that survive divorce, death, or incapacity of either spouse. Historically, though, she thinks women have a steeper climb to achieve the same comfort level as men, but she is on a mission to see that trend reversed. Luana enjoys helping her clients achieve clarity about their values and their goals and helping them develop a plan for themselves and their families so that they can live life confidently, in alignment with their values, and without regret.
When Luana experienced divorce in 1997 to 2000, her journey gave rise to the founding of Crossroads Consulting of South Florida, Inc. She wanted to help people prepare for life after divorce. She is privileged to work in team with a select group of mental health professionals and attorneys who help people divorce without litigation, using Collaborative Practice and Mediation. Luana gladly supports the Women's Institute for Financial Education (WIFE.org) by offering the Second Saturday® divorce workshop, "What Everyone Needs to Know about Divorce". Check out SecondSaturdayBroward.com.
Luana has been quoted in the Sun-Sentinel, the Miami Herald, and the South Florida Sun Times, has been interviewed by local affiliate NBC6 and appeared on WLRN's radio program, Topical Currents.