Julie Martinez, CFP®
I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, I am an innovator in removing the obstacles people face when planning for the future. For over 20 years, I have assisted clients with transitions such as retirement/work-life reinvention, business transition, divorce, death of a loved one, financial windfall and inheritance. I have experience in cash-flow analysis, business owner planning strategies, next-generation education, legacy and estate planning, and incorporating real estate, businesses, and mineral interest holdings into a financial plan.
I began my career while still in grade school, helping my real estate broker mother with filing, organizing and showing property. My mother treated every client as if he or she were a member of our own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled a fundamental business belief in me: treat every client as if he/she were your family member and as if the relationship will last for generations.
I graduated with honors from Colorado State University and earned my CERTIFIED FINANCIAL PLANNER™ certification. From 2009-2016, I had extensive training through the Sudden Money Institute’s Mastery Program where I specialized in managing major financial transitions due to sale of a business, divorce, inheritance and other life changing events. Prior to joining BSW Wealth Partners in 2015, I was co-owner of a financial planning firm. I am a past President of the West River Estate and Financial Planning Council and serve on the executive committee for several scholarships supporting women and girls in educational pursuits. I co-lead Zonta Foothills Club’s Culture of Respect Initiative, empowering students in Boulder Valley to promote a culture where all individuals are treated with dignity, equality, and respect.
When out of the office, I can be found skiing, mountain biking, and exploring the outdoors with my husband and two teenage daughters.
Education, accreditation, leadership and service:
- BS, Colorado State University
- CERTIFIED FINANCIAL PLANNER™ certification
- Zonta EducateZ Advisory Committee Member –supporting the education of at-risk women and girls in Boulder County
- Jane M. Klausman Women in Business Scholarship Coordinator
- Volunteer – Women in Science Annual Youth Conference
- Volunteer – Idea Wild, Biodiversity Conservation Organization
- 2017 Denver Business Journal – Outstanding Women in Business Nominee