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Resources

 

We appreciate you being a loyal Prism client

 

Credentials matter!

 

As a

CERTIFIED FINANCIAL PLANNER™ 

(CFP®), Julia

  • 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

  • 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

  • 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

Has a deep understanding of:

  • 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

Create a simple, free financial plan

 
 
 

Prism Planning and Solutions Group CRS

Phone: (914)-831-0660

Fax: (914)-831-0714

Email: info@PPSgrp.com

 

Address: 777 Westchester Ave

Suite 101

White Plains, NY 10605