Julie Martinez
Counties served: Boulder, Weld, Broomfield, Jefferson, Adams, Denver
Financial Advisor
Edward Jones
77 Erie Village Square, Suite 230, Erie, CO 80516
(720) 769-7311 Fax: 888-847-5880
About ME
I'm dedicated to helping others understand and improve their financial health because, in my opinion, it's the cornerstone of our well-being. However, today's digital world full of do-it-yourself rhetoric, get-rich-quick schemes and ads touting the latest investment trends can be confusing. Furthermore, most people don't have the knowledge, time or resources to effectively manage a financial strategy on their own. Often, they resort to financial advice that consists of an algorithm or calling a 1-800 number to speak with someone they've never met.
You deserve better. Through a collaborative effort and goals-based approach, you and I will translate your financial goals into a holistic, actionable investment strategy that is anchored to what you value most.
Working in financial services for over 15 years has equipped me to serve a variety of needs, and I especially enjoy serving the following:
-- Those in transition: I help my clients navigate important decisions during periods of change. Whether you're dealing with divorce, changing jobs, moving, the loss of a loved one, etc., it's critical that you remain informed and supported throughout the experience.
-- Women: I understand the unique needs of women and seek to inform and empower.
-- Local businesses: Discover solutions that not only support your personal financial goals, but also improve the financial health of your business and its employees.
In addition to being a financial advisor, I am also a wife, a mother and a friend. I seek to serve others and make meaningful contributions to my community. I would love the opportunity to get to know you. Contact my office to schedule a complimentary consultation.
EDUCATION
B.S.B.A., Finance, University of Colorado Boulder - Leeds School of Business
PROFESSIONAL ASSOCIATIONS
Colorado Collaborative Divorce Professionals