Resources
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We appreciate you being a loyal Prism client
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Credentials matter!
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As a
CERTIFIED FINANCIAL PLANNERâ„¢
(CFP®), Julia
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Has in-depth knowledge of key financial planning areas such as the financial planning process, tax planning, employee benefits and retirement planning, estate planning and insurance.
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Is trained to see the big picture of your investment needs.
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Is ethically bound to advocate on behalf of you and to act in your best interests.
As an
ACCREDITED DOMESTIC PARTNER ADVISORâ„
(ADPA®), Julia
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Can address the unique financial planning needs of lesbian, gay, bisexual, transgender, and all LGBTQ+ individuals, as well as heterosexual couples who have chosen not to marry.
As a
CHARTERED RETIREMENT PLANNING COUNSELORâ„
(CRPC®), Julia
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Is able to apply advanced retirement tools and knowledge to your situation.
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Is experienced in designing retirement income streams, navigating health care options in retirement, and understanding the emotional component to your retirement.
As a
CERTIFIED PORTFOLIO MANAGER
(CPM®), Julia
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Has a deep understanding of:
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Fundamental security analysis
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Asset allocation
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Portfolio management concepts specific to managing discretionary portfolios for clients
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Has advanced knowledge in Valuation Analysis, Portfolio Construction and Risk Management
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Create a simple, free financial plan
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Helpful resources and links
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