As a

CERTIFIED FINANCIAL PLANNER™ 

(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.

• Is trained to see the big picture of your investment needs.

• Is ethically bound to advocate on behalf of you and to act in your best interests.

As an

ACCREDITED DOMESTIC PARTNER ADVISOR℠

(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 COUNSELOR℠

(CRPC®), Julia

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• Is able to apply advanced retirement tools and knowledge to your situation.

• 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

• Asset allocation

• Portfolio management concepts specific to managing discretionary portfolios for clients

• Has advanced knowledge in Valuation Analysis, Portfolio Construction and Risk Management

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