Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor
How do you tailor your financial strategies to fit each client’s goals and lifestyle?
Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those deeply before we ever talk about investments. We look at the full picture, your lifestyle, relationships, long-term dreams, concerns, and the stage of life you’re in. From there, we build a personalized financial plan that reflects what truly matters to you. No two plans look alike, because no two families live the same life. My goal is always to make the financial side of life feel clear, manageable, and aligned with your purpose.
What inspired you to pursue a career in wealth management?
Victoria: My inspiration came from my mother, Rebecca Boyd, the owner of Kin Wealth. Growing up, I watched her evolve into an incredible advisor and CEO, and seeing the impact she had on clients sparked my passion for this career. Having early exposure to personal finance made me realize how life-changing financial knowledge can be. Today, I strive to share that same empowerment with others—helping clients achieve their dreams and feel confident about their future.
How do you build lasting relationships with your clients?
Rebecca: We think of our clients as part of our Kin Wealth family. That means showing up consistently, caring deeply, and taking time to understand the “why” behind every goal. We build long-term trust through transparency, education, and genuine connection. Many of our relationships span decades and multiple generations, and we honor that trust by being present in every season, easy or hard.
What do you love most about your work?
Victoria: I genuinely love helping people and getting to know them. Watching someone achieve their financial goals is incredibly rewarding. Having a career that allows me to make a meaningful impact on someone’s life is truly special.
Being part of our clients’ journeys—celebrating milestones and helping them build a secure future—is something I’m deeply grateful for.
Kin Wealth
1020 NE Loop 410, Suite 340, San Antonio, TX 78209
(210) 293-7998 | www.kinwealth.net
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network
