Ryan Martinez
Regional Sales Director – South Central, JULY (July Business Services)
Based in Austin, Texas, Ryan brings more than a decade of experience in the financial services industry, having worked closely with advisors, record keepers, and large institutional clients. He is known for his service-centered approach, polished communication style, attention to detail, and genuine commitment to building lasting partnerships.
Since joining JULY in 2025, Ryan has served as a retirement plan consultant and design specialist, partnering with advisors and business owners to develop customized solutions aligned with both business owners’ tax strategy objectives and employee retirement needs.
Ryan brings a thoughtful, solutions-oriented mindset to every conversation, translating complex retirement plan concepts into clear, actionable strategies. His consultative approach helps advisors grow their practices while delivering meaningful, strategic solutions to clients.
Prior to joining JULY, Ryan spent more than 12 years at Dimensional Fund Advisors, where he advanced through a series of client service, operations, and sales roles. Most recently, he supported institutional-level clients, including large defined contribution plans, 529 education savings plans, and ABLE state plans. Earlier in his career, Ryan held roles in retirement distribution sales, specializing in DCIO 401(k) plan solutions.
Ryan holds the Accredited Investment Fiduciary (AIF®) designation from Fi360 (now Broadridge) and the Certified Plan Fiduciary Advisor (CPFA®) designation from the American Retirement Association. He earned a bachelor’s degree in government from The University of Texas at Austin and remains actively involved on campus as an engaged alumnus.
A fourth-generation Texan and passionate supporter of Central Texas’s performing arts community, Ryan enjoys traveling with family and exploring new cities, beach destinations, and international hotspots.
