Julie Martinez

For over 20 years, Julie has been a patient, steady resource for people navigating major life transitions: retirement, work-life reinvention, business transition, divorce, the death of a loved one, financial windfalls, and inheritance. With strong knowledge of cash flow analysis, business owner planning strategies, next-generation education, and legacy and estate planning, she translates complex financial concepts into actionable items that help clients make confident decisions.

Julie began her career while she was still in grade school, helping her real estate broker mom file, organize, and show property. Watching her mom treat every client like family instilled a belief shecarries into her work today: treat every client as if they were your own family, in a relationship built to last for generations.

Julie’s background includes co-owning a financial planning firm and serving as a Managing Principal at BSW Wealth Partners before the firm became part of Sequoia in 2026. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, graduated from Colorado State University with a Bachelor of Science, and completed the Sudden Money Institute’s Mastery Program, specializing in the financial decisions that accompany major life changes.

Outside of the office, Julie enjoys skiing, mountain biking, and exploring the outdoors with her husband and two daughters. She also co-leads Zonta Foothills Club’s Culture of Respect Initiative and volunteers at the Women in Science Annual Youth Conference and Idea Wild.