Julie Martinez (CRD# 5605585)
As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 15 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, death of a loved one, financial windfall and inheritance. Julie has 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.
Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her 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 in Julie a fundamental business belief: treat every client as if he/she were your family member and as if the relationship will last for generations. Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ designation. In 2009, she became a Sudden Money™ Advisor and is one of a handful of advisors nationally in the Institute’s Mastery Program. Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm. Julie is past President of the West River Estate and Financial Planning Council and past Board Member of Zonta Club of the Black Hills.
When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with
her husband and two teenage daughters.
Education, accreditation, leadership and service:
- BA, Colorado State University
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Financial Transitionist™ (CFT™)
- Member – Financial Planning Association
- Volunteer – Women in Science Annual Youth Conference
- Volunteer – Idea Wild, Biodiversity Conservation Organization
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsw Wealth Partners | Boulder, CO | Jan 2018 - Current | 6 |
| R3 Returns, LLC | Boulder, CO | Jan 2018 - Mar 2023 | 5 |
| Bsw Wealth Partners | Boulder, CO | Jun 2015 - Jan 2018 | 2 |
| Purple Wealth, LLC | Rapid City, SD | May 2013 - Jun 2015 | 2 |
| Lpl Financial, LLC | Rapid City, SD | Feb 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
- CO
-
Total Assets Under Management1,837MILLIONS
-
Total Number of Accounts3,752ACCOUNTS
-
Average Account Value$489,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, HI, IA, MA, NC, NM, NY, OR, SD, TX, UT, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.