Julie is a CERTIFIED FINANCIAL PLANNER™ professional who brings extensive experience and knowledge to her position at Crux Wealth Advisors. She joined the team in October 2017 but started her career as a financial planner in 1996 at Crown Capital Securities. She was later promoted to Branch Manager, a position she served in for 16 years.
Joining Crux Wealth Advisors was a positive career change for Julie. She wanted the opportunity take on different challenges that allowed her to grow professionally and be a part of a team comprised of new talent and technologies.
Understanding the complexities of the financial industry has always come naturally to Julie. She is committed to sharing this knowledge with her clients in a way that is digestible and transparent. Her holistic approach guides clients on a path to gain and maintain financial stability. Julie is proud of her steadfast commitment to her clients’ priorities and enjoys finding new and creative methods to help them reach their goals.
Julie graduated from the University of Southern California with a Bachelor’s degree in Finance. Her understanding of the industry, honest and ethical standards, in combination with her strong educational background, has allowed Julie to develop lasting relationships with clients.
I am a native Californian and enjoy taking advantage of the many opportunities our state has to offer with my daughter, Alexis.
We like to explore the outdoors and will often go hiking, paddleboarding and kayaking to keep active. Alexis and I are also involved in the arts. From visiting galleries to enjoying concerts, musicals and plays, immersing ourselves in the arts provides a unique cultural experience and exposure that our family values.
Volunteering at organizations, such as the Long Beach Rescue Mission, and giving back to our community are major priorities in my life and a quality that I want to pass along to my daughter. I am also involved in Alexis’s school and our church. As a mother, volunteering for organizations that help and support children is close to my heart.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
