Our Founder

Charles "Alan" Martinez had a vision for a local "full-service" financial company. That vision became reality in 2003 when MY Financial Services was established in downtown Villa Rica, Georgia.

Alan has over 19 years experience in the Insurance industry and has access to numerous financial services companies. He holds the designation of LUTCF (Life Underwriting Training Council Fellow), is a Registered Representative with Questar Capital Corporation and an Investment Advisor Representative (IAR) with Questar Asset Management. He is licensed to sell securities in Alabama, Georgia, Indiana, Pennsylvania and Tennessee.

As an IAR, Alan is diligent about his customer's portfolios and has a conservative philosophy regarding investing. He offers personalized solutions, and monitors and tracks his recommendations to ensure his client's financial goals are achieved.

Alan has lived in Villa Rica for the past 18 years with his wife, Miranda, and their five children. He is an active member of the local community and serves on several boards including the Friends of Villa Rica, and Operation 2540. He is also a past member of the Villa Rica Board of Tourism. In addition, he is very involved in the Villa Rica Parks and Recreation Department and has been a volunteer with them for over 14 years.

He and his family are members of Southern Hills Christian Church. They have had the opportunity to serve Christ and his people in Nicaragua on numerous mission trips, and at this time are actively pursuing the adoption of a young teen from this country.