portrait of Julie A Martinez
FINANCIAL ADVISOR

Julie A Martinez

CFP®, CEPA®
77 Erie Village Square, Ste 230, Erie, CO 80516opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Music
  • Community Outreach
  • Active Lifestyle
  • Outdoor Enthusiast

Team Members

  • Jenn O'Connor
    Sr. Branch Office Administrator
  • Khatija Pesce
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(720) 769-7311

Fax

(844) 780-4911

Office Address

77 Erie Village Square
Ste 230
Erie, CO 80516opens in a new window

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