Julia R. Martinez

Julia R. Martinez, MSE

Julia serves as the Director of Client Education Services and Education Services Liaison for Insight Financial Services. A graduate of the University of Central Missouri (formally CMSU) with a Master of Science in Secondary Educational Administration (MSE), a Bachelors of Science in Education for Secondary Education, majoring in Social Studies with a minor in English.  Her background in classroom education and curriculum as well as education administration provides Insight Financial with a client directed service that few firms offer. 

Julia is the planner and coordinator of Insight Financial's adult education program and instructional courses.  One of these courses named Passport to Retirement™, focuses on assisting individuals and families prepare for their future in a relaxed, education-based classroom setting.  The goal of this course is to assist individuals by providing them with the tools necessary to make informed decisions regarding their financial future and assist them in feeling more confident and decisive about what they want and their options.  Julia also coordinates the Taking Control™ course; a classroom course focused on financial management specifically for women. 

Julia's background includes serving as an urban educator before working with the firm.  Outside of Insight Financial Services, Julia lends her time to charitable organizations that support the safety of children. Julia enjoys spending her free time with her family, friends, outdoor activities, cooking and a good mystery novel.