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 the branch manager, a position that 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 reach their goals.
Julie graduated from the University of Southern California with a bachelor’s degree in finance. Her understanding of the industry, combined with her strong educational background, has allowed Julie to develop lasting relationships with clients because of her honest and ethical standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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 is a major priority in my life and a quality that I want to pass along to my daughter. I am also involved in Alexis’ school and our church. As a mother, volunteering for organizations that help and support children is closest to my heart.