Financial Planning Associate

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Alexis Martinez is a 2017 college graduate and Financial Planning Associate with Capital Insight Group. She has begun the process of studying for professional certifications and securities registrations.

Originally from the small town of Villa Rica in West Georgia, Alexis received her Bachelor of Science in Family and Consumer Sciences with an emphasis in Financial Planning from the University of Georgia. While at the University of Georgia she participated in ASPIRE, a financial planning practicum course, where she was able to lead client meetings in a formal setting. She also was a Voluntary Income Tax Assistant at Georgia United Credit Union where she assisted clients in preparing their tax returns.

During her four years at the University of Georgia she was a dedicated member of the Student Financial Planning Association, a member of the Gamma Phi Beta Sorority, a member of the National Society of Leadership and Success and achieved honors such as Dean’s List and President’s List.

Go Dawgs!

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