Pendleton Street Business Advisors names Serena Concepcion-Martinez as Associate AdvisorSeptember 8, 2022
Pendleton Street Business Advisors announced that Serena Concepcion-Martinez has been promoted to Associate Advisor with the firm.
Concepcion-Martinez first joined Pendleton Street Business Advisors as Client Service Associate in 2018 where she gained invaluable firsthand knowledge of the firm’s mission and showed tremendous aptitude for managing client relationships. Through her time mentoring under the firm’s CEO, Concepcion-Martinez was an integral part of the financial planning process. She assisted in various aspects of providing the key service Pendleton Street Business Advisors is known for, helping clients through the make-or-break financial transitions.
“I am looking forward to gaining more hands-on experience with our clients and their businesses. Helping a client discover how they can both achieve their goals and recreate their paychecks has been immeasurably rewarding and something I look forward to everyday,” said Serena Concepcion-Martinez.
After completing her Series-65 exam and now in her new role, Concepcion-Martinez will provide financial planning services for the firm’s wide array of clients across a variety of industries. She has shown a unique ability to see past the data and uncover the person behind the numbers. Her responsibilities will encompass working with clients on both the advisory and wealth management sides of the firm.
“Cultivating talent among our team members and promoting from within has always been our priority. Serena has what it takes to become a great advisor to our clients, and I look forward to her growth in this new role,” said John Barnes, CEO of Pendleton Street Business Advisors.
Learn more about Serena Concepcion-Martinez and the rest of the Pendleton Street Business Advisors Team and their work here: https://www.pendletonstreetadvisors.com/team