Martina Jimenez Sperry
Managing Partner
Founder and Managing Partner of Centurio Wealth, LLC, Martina Jimenez Sperry brings a wealth of experience and a track record of success spanning over 27 years in the financial services industry. With a career marked by leadership roles at prestigious firms, Martina has honed her experience in wealth management, team leadership, and business development to lead this diverse company with highly trained financial professionals.
When Martina began her career in financial services, she realized the lack of financial knowledge amongst diverse communities. This epiphany was the basis for her goal that guides her career: create wealth for all and eliminate financial illiteracy. Martina started her career as a fee-based financial advisor where she worked with clients to create customized plans based on their needs.
Martina was sought out by a global leading firm to take on a new role as an Associate Managing Director, where she raised minority hiring levels from -50% to 65%, and transferred to her new role as Managing Partner of Centurio Wealth. With her drive to promote inclusivity in the financial sector, Martina hopes to turn her financial skills and knowledge into concrete options for clients and professionals alike.
Centurio Wealth, powered by American Heritage Financial, is composed of a diverse community, cultivated with people who harbor strong ethics and an inclusive culture. Martina is dedicated to creating financial stability and real wealth for individuals, families, and business owners. Her mission is to design meaningful lifestyles and experiences through financial planning, uniquely customized and suitable for your financial goals and objectives.
Martina is passionate about being engaged in her community and she’s also a member of the Leadership Atlanta class of 2013. In her spare time, she loves to travel, is a big time foody, and enjoys the company of her family and friends.
Graduate of The University of Georgia in Fine Arts with a degree in Drama, Martina is happily married to Chris Sperry and is a devoted mother to Elias and Olivia, and stepmother to Whitman and Taylor.
For personalized financial guidance, you can reach out to Martina Jimenez Sperry at MartinaJimenezSperry@AHFplanners.com or (404) 282-1907.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
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Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.