About Us
Our Story
Chosen Partners was created because we recognized the need for an agency that truly puts people first, whether that’s clients seeking trusted protection or independent agents seeking guidance, growth, and genuine partnership.
At Chosen Partners Insurance & Financial Services, everything we do is guided by a clear vision: to be your chosen partner in growth.
We bring that vision to life through our mission: to engage in the execution of scalable and sustainable solutions.
Our purpose is simple: to empower individuals, families, and professionals to build stronger, more secure financial futures through trusted guidance and personal service.
Choosing the right insurance partner is about more than just policies, it’s about people. At Chosen Partners, we believe financial protection is personal. That’s why we take the time to listen, learn your story, and help you find solutions that fit your life, your goals, and your future.
About Our Founders
Dr. Carlos A. Martínez
President & CEO
Chosen Partners Insurance & Financial Services
With over 30 years of experience in the insurance and financial services industry, Dr. Carlos A. Martínez combines visionary leadership with deep multicultural insight and a lifelong passion for empowering individuals, families, and professionals across diverse markets.
He began his career as an international underwriter and advanced to executive roles including Senior Vice President and Chief International Marketing Officer, and later SVP & Head of Culturally Diverse Markets at a leading U.S.-based life insurance company. His leadership helped shape inclusive strategies across Latin America, the Caribbean, and the United States.
Throughout his career, Dr. Martínez has led initiatives in risk management, product innovation, international marketing, and agent development. His efforts have helped agencies achieve tens of millions in annual sales while staying focused on client advocacy and cultural relevance.
Today, as a bilingual and multicultural business coach and President of Chosen Partners, he continues to mentor agents and build communities through a fi rm grounded in integrity, trust, and sustainable growth.
Dr. Martínez also serves in leadership roles within the industry, including the Latin American Association of Insurance Agents (LAAIA) and the International Underwriting Study Group. His commitment to personal service, professional excellence, and community empowerment continues to shape the Chosen Partners mission: to be your chosen partner in growth.
Sofia K. Martinez-Martinez
Marketing Coordinator & Insurance Agent
Chosen Partners Insurance & Financial Services
Sofia K. Martinez-Martinez serves as both our Marketing Coordinator and licensed insurance agent at Chosen Partners Insurance & Financial Services, helping drive the agency’s growth while serving clients with dedication and care. She reflects the same values of trust, professionalism, and commitment that define Chosen Partners.
Sofia’s career path began in client relations and communications, where she developed strong skills in problem-solving, adaptability, and relationship building. Transitioning into the insurance and financial services industry, she now focuses on guiding clients to secure reliable coverage and build confidence for the future.
Her leadership extends beyond client service into marketing and outreach, where she manages social media, content creation, and community engagement. Sofia is dedicated to helping clients and agents alike feel supported, informed, and confident in their financial decisions.
Our Core Values
Integrity
Always doing what’s right for our clients, partners, and community
Collaboration
Building strong, lasting relationships based on trust and teamwork
Adaptability
Staying flexible and innovative to meet evolving needs
Commitment to Excellence
Delivering outstanding service, every step of the way