Martin Topacio

Financial Associate

916.779.7180 x7195


Martin is a licensed staff associate who works hand-in-hand with Greg and his clientele.

Martin helps the office with research on investment products and portfolio construction that meets the client’s needs. He also helps to oversee Greg’s trading and modelling for client portfolios. After graduating from the University of California, Davis with a Bachelor’s in Statistical Data Science, Martin joined North Star Financial Partners as a front desk receptionist, where he gained valuable experience and insight into the f inancial services industry. His interest in the field grew, realizing his background in statistics and analytical mindset can be applied to investment research. He soon joined Team Henderson as a Financial Associate, supporting Greg’s practice with administrative tasks while gaining experience researching different investment options and analyzing portfolios and retirement plans. Outside of work, Martin enjoys playing golf and basketball, as well as rooting for his Chicago sports teams.


Engaging in the question 'why' allows for a more analytical approach, revealing insights and justifications behind decisions or outcomes.
 

Education

University of California, Davis
Bachelor of Science – Statistical Data Science

Licenses

FINRA Series 7

 
 

Favorite Movie

Moneyball

Favorite Sports Team

Chicago Bears