Michal Martinek
EXPLOREMY WHY
Why I Became
a Financial Advisor
After spending my entire career working with corporate clients and building financial wellness programs for their employees, I have decided to pursue my entrepreneurial passion and fulfill my longtime dream of helping individual clients reach their financial goals. Forum aligns with my investment philosophy, and I’m excited to be a part of the team. My primary focus is on building personal relationships with clients, helping them to grow and protect their wealth. Being multilingual, I enjoy connecting with a diverse range of clients, creating financial plans and executing personalized investment strategies to ensure their long-term financial success.
About Michal
Michal Martinek joined Forum Financial Management in 2024 as a Financial Advisor. Prior to joining Forum, Michal worked in software business development for 20 years. Most recently, he helped launch a new business line for Charles Schwab’s Workplace Solutions, delivering financial wellness to Schwab’s corporate employees. He has 12 years of experience in the financial services industry.
After helping institutional clients implement financial wellness programs, Michal decided to pursue a financial advisor role because he saw how positively he can impact individuals’ financial goals.
An entrepreneur at heart, Michal enjoys learning about his clients’ financial needs, finding out about their background and discussing their long-term goals. This enables him to create a tailored investment strategy to fulfill their financial independence.
Michal earned an MBA from DePaul University in Chicago. He also studied at the University of Economics in Prague, Czech Republic.
Michal is multilingual and enjoys biking and RVing.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
