Financial Peace of Mind for Retirement plan
sponsors, their employees and individuals.
  • Our mission is to partner with you to attract quality employees,
    help them retire with dignity, and share your fiduciary responsibility.
  • We help you live your dreams
    and achieve your financial goals
    by managing the risk of your investment plan
  • Why I Became
    an Advisor?

What Sets Us Apart

Our business model is designed for greater transparency and increased due diligence, leading to a higher level of trust for our clients. AGF Advisors is not a broker; rather it is organized as an Independent Registered Investment Advisor. As such it is legally required to follow the Fiduciary Standard whose primary duties are loyalty and acting in the best interest of the client. Thus AGF does not charge commissions or earn transaction fees; instead we work on an asset fee basis to provide unbiased advice to help you reach your goals.

Employee Benefits

AGF Advisors is primarily focused on benefit plans and works with high visibility clients like the Los Angeles Country Club and the world famous Magic Castle in Hollywood. Providing a competitive benefits package while Read More

Why Work with Us

  • Over 25 years experience in financial services and retirement plans
  • Award winning bilingual employee education Read More
  • Comprehensive consulting services Read More
  • Unbiased advice with our fee based not commission model
  • Fiduciary responsibility under the Investment Advisors Act of 1940
  • Reduced health benefit cost via a synergistic approach with our health benefit consultant partner

Financial Planning

If you had the luxury to decide how to spend your day, what would you be doing? We help you get there with an individualized financial plan that fits your goals and risk tolerance,
giving you peace of mind.

Why Work with Us

  • We have over 25 years of experience in financial services and helping people plan for their future.
  • We make the process easy by helping you define your goals and take an
    inventory of your current situation; from there we design a comprehensive
    financial plan which we implement and monitor so you can relax and focus
    on other things.
  • We provide a higher level of due diligence, as Registered Investment
    Advisors are legally required to act in the best interest of their clients.

Sign up for our Upcoming Webinar

Managing your 401(k) Cost Burden – Understanding the components that make up the overall cost of your 401(k) plan is key to managing cost… Read More

Free Resource

Financial Planning-Easy Budgeting Form. Budgeting and saving is the beginning of any financial plan. We make it easy to get started with our simple-to-use budgeting form and our Savings Challenge reminder card.

About Us

AGF Advisors Business Description
Carla Martinez is the owner and director of
AGF Advisors, a Registered Investment
Advisor based in Laguna Beach, CA, focusing
on the needs of retirement plan sponsors
with a diverse workforce and the financial
planning needs of individuals. Read More

Privacy Statement and Disclosure


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P.O.Box 4967
Laguna Beach, Ca 92651

P: 949-395-6576
F: 949-494-9656

Speaking Opportunities

Carla Martinez is the creator of the award-winning A Good Future© bilingual retirement plan education program and is a recognized consultant in the retirement plan industry. She has spoken on many topics related to building a healthier financial future and better employee productivity over her 25-year career in the financial services industry. She has spoken on subjects from “Tackling the Credit Card Monster” to “How to Better Communicate with Hispanic American Employees.” She is available to speak at your organization as well as for telephone interview and radio, television and other media appearances.