Case Manager/ Financial Planning Associate
Phone: (888) 447-9730
Julie joined the Family Office Services team in July of 2006. She serves clients as a Certified Financial Planner®. Julie has a passion for helping her clients identify and achieve their financial goals. Julie is convinced that each client has a compelling and valuable story to pass on to the next generation. She believes in the importance of clients using their time, talents, and treasures to leave a meaningful legacy. During meetings with clients, Julie focuses on identifying each person’s unique goals; she then uses this information to develop a clear plan to help achieve those goals. Clients quickly learn that Julie is readily available to address any questions or concerns about the planning process.
Julie has completed the required courses at The American College and passed the CFP certification examination in March, 2009. She graduated from Grand Canyon University in Phoenix, Arizona with a 4.0 GPA, and received her CFP® designation in July, 2010. She looks forward to using the knowledge she has acquired to assist clients and advisers.
Julie is a native of California and has been married to Rick since 1975; they have two grown children. With a strong commitment to physical fitness, you might find Julie either on the slopes, at the gym, or on the bike path on most weekends. Julie and Rick reside in Fountain Valley, CA.
For information about how Julie can serve you, please feel free to call her at (949) 878-9404. She looks forward to working with you.