Valerija Martinovic

Employer firm

Global Insight Advisors CRD 340650

$35.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 12/2023
  Esg Planning
  Santa Clara, CA
• 09/2021 → 06/2022
  Castro Valley Unified School District
  Castro Vallery, CA
• 01/2021 → 05/2021
  Campbell Union High School District
  San Jose, CA
• 09/2018 → 12/2020
  Gilroy Unified School District
  Gilroy Unified School District, CA
• 08/2017 → 06/2018
  Morgan Hill Certified School District
  Morgan Hill, CA
• 06/2009 → 12/2016
  San Mateo Community College District
  San Mateo, CA
• 05/2015 → 06/2025
  Foothill-Deanza Community College District
  Los Altos Hills, CA
• 01/2015 → 05/2017
  Diablo Valley Community College District
  Pleasant Hill, CA
• 01/2017 → 06/2017
  Ohlone College
  Fremont, CA
• 08/2022 → 08/2023
  J.R. Financial & Insurance Services
  Santa Clara, CA
• 07/2024 → Present
  Global Key Advisors
  San Francisco, CA
• 08/2025 → Present
  Butte College
  Chico, CA
• 01/2026 → Present
  Global Insight Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2022-09-23 → 2023-12-12
  Altura Wealth Advisors Inc.
  Santa Clara, CA

Other Businesses

This individual holds a real estate salesperson license and for this is affiliated with Mortgage Magic in Santa Clara, CA (http://www.mortgagemagic.com/about-us/). This individual is also registered with both Global Key Management, LLC, and Global Insight Advisors, LLC, as an IAR. At this time, Global Insight Advisors is undergoing initial FINRA approval processes and as yet has no client facing activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-09
• S65 Uniform Investment Adviser Law Examination
  2022-09-23