Meet the professionals at Brian A. Martin Investment Services specializing in Portfolio Management

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people gain clarity on their financial future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

A team approach adds perspective to all I do, aiming to provideincreased benefits to my clients.

Meet the Team

Barry Dietert

Client Relationship Manager

714-334-7551

Barry.deitert@lpl.com

Barry Duties- New accounts, Account Maintenance & Service, Emoney Data, Proposals, Scheduling Meeting Planning/seminars, Monthly Albridge Reports.

I joined Brian as an administrative assistant in March of 2022 after spending 41 years in the new and used car business in sales and ownersip. I was born in New Braunfels, Texas and we moved back here 10 years ago. I met my wife, Kim, at the University of Texas in Austin (Hook’em Horns!) and we married after graduation. We have four children and seven grandchildren and have been blessed to have all of them living within an hour and half of our home. We all love the beach and try to get there a couple of times a year. In addition to spending time with my kids and grandkids, I enjoy playing golf and my men’s Bible study group, the Rudy Rowdies (we meet at Rudy’s Barbecue restaurant) on Friday mornings. I have lived in Texas all my life and I’m proud to be a Texan!

Brian A. Martin CEPA®

Owner/President

(714) 334-7551

brian.a.martin@lpl.com

In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable strategies for their own situations. Brian specializes in working with small business owners and families primarily in California, Idaho, Florida, and other surrounding states. He joined LPL Financial in 2024 and has offices in CA and ID.

To the extent that Brian is providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LPL Financial (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, Brian is acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

Brian earned a Bachelor of Science in Accounting from Arizona State University. Brian also earned his CEPA designation in 2025. Brian, his wife Donna, and their children (Elizabeth, David, and Wyatt) love the outdoors, visiting with family/friends, and attending church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, mountain biking, hiking, singing, and playing music with his family and in town.

Lizzy Martin

Sales Assistant

Lizzy has worked for Brian for 4 years. She oversees document Imaging, NOTES dictation, Birthday Cards, and other greeting cards, etc.
She is also our official photographer at client events.
Lizzy graduated from New Braunfels High School in Texas. She also attended Tesoro High School in CA. She was on the track team as a pole vaulter.
Today, Lizzy enjoys photography, art, singing and acting. She is active and loves the outdoors.
She lives in Star Idaho and has 2 cats, Ripley, and Selene.

Team

How I Work

A team approach adds perspective to all I do, aiming to provideincreased benefits to my clients.

Meet the Team

Barry Dietert

Brian A. Martin CEPA®

Lizzy Martin