Carla Martinez, Director, AGF Advisors

Peace of Mind for Retirement Plan Sponsors, Their Employees, and Individuals

Our mission is to partner with you to:

Attract quality employees

Help your employees retire with dignity

Share your fiduciary responsibility

AGF Advisors Provides:

Expertise and positive results for Country Clubs and luxury hospitality industries for over 15 years

Award winning bilingual employee education

Specialization in 401(k) retirement plans

Independent objective bilingual investment advise

Consulting services which include

o Plan design

o Investment due diligence

o Vendor search and plan benchmark

oPlan compliance assistance

Fiduciary responsibility under the Investment Advisors Act of 1940

About the Company:

AGF Advisors is based in Laguna Beach, CA and is an independent advisory firm. We are not brokers, rather we partner with you and your provider to achieve your retirement plan goals with our independent, repeatable, documentable process. As an RIA under the Investment Advisors Act of 1940, AGF is a fiduciary and as such must place the client's interest before its own thus limiting conflicts of interest.

About our Founder and Director:

Carla Martinez is the owner and director of AGF Advisors. She has worked in financial services for over 24 years and is the recipient of the Profit Sharing Council of America's Gold Signature Award for 401 (k) Education. Some of her clients include the Montage Hotels and the Los Angeles Country Club. Prior to establishing AGF, she worked as a retirement plan consultant with Ferguson McClure and Associates and with National Retirement Partners, one of the largest 401(k) consulting firms in the nation. She is also the owner of Buenfuturo LLC, a bilingual retirement plan communications firm where she was recognized by Employee Benefit News and 401(k) Wire for pioneering efforts in bilingual retirement plan communications. Ms. Martinez, brings to her woman owned enterprise her experience in the trenches communicating and understanding first-hand the specific needs of the American worker investor. Prior to launching her own business, Ms. Martinez was an Assistant Vice President of Institutional Services with Bank of America and a Vice President of 401(k) Sales for Plan Member Services in Carpinteria, California.

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