Julie Manning, Ricp Email & Phone Number

Powhatan, Va

I am the Founder and CEO of Keystone Financial Planning, LLC., with over 23 years of experience in the financial services industry. With a passion for truly listening to and caring about my clients, I am able to build a beneficial relationship guiding them through some of the most rewarding years of their lives. My true value as a financial advisor is to create an environment where clients feel safe and understood. We work together to build a clear and purposeful plan, allowing them… Show more I am the Founder and CEO of Keystone Financial Planning, LLC., with over 23 years of experience in the financial services industry. With a passion for truly listening to and caring about my clients, I am able to build a beneficial relationship guiding them through some of the most rewarding years of their lives. My true value as a financial advisor is to create an environment where clients feel safe and understood. We work together to build a clear and purposeful plan, allowing them to make confident and educated financial decisions that align with their passions, purpose, health and dreams.I provide industry leading methodologies, experience, investment expertise and client education to the planning process. I also have a great deal of understanding and education working with women through life transitions, such as divorce, career change, second marriage, widowhood, or just needing financial education, planning and advice.Julie is a member of Women in Financial Services (WIFS), the only national organization that is focused on attracting, developing and advancing women in financial services. She is a Circle of Excellence member of this organization. Julie is a graduate of Virginia Commonwealth University. In her free time, she enjoys, biking, painting, spending time with family, and sailing any boat anywhere there is water! Show less

Richmond, Va

Non Profit Financial Education Classes to better help educate Americans on financial matters.

Chester, Va

Julie is a licensed Investment Advisor Representative and insurance professional. Her specialty is the development, execution, and maintenance of retirement plans for our clients here at Financial Dynamics. Julie’s purpose is to increase the value our clients receive, build life lasting relationships, and help families align their retirement goals with their personal values. Julie understands the time constraints that our clients face balancing life, work, and family. The result often means… Show more Julie is a licensed Investment Advisor Representative and insurance professional. Her specialty is the development, execution, and maintenance of retirement plans for our clients here at Financial Dynamics. Julie’s purpose is to increase the value our clients receive, build life lasting relationships, and help families align their retirement goals with their personal values. Julie understands the time constraints that our clients face balancing life, work, and family. The result often means that families have very little time to devote to their financial house. She is purpose driven and delivers customer service as a matter of priority in today’s fast paced world.Julie is a member of Women in Financial Services (WIFS), the only national organization that is focused on attracting, developing and advancing women in financial services. She is a Circle of Excellence member of this organization. Julie also has provided worksite advice to employees of large, local companies and has worked with firms such as New York Life, Unum, and Allstate in her 20 + year career. Julie is a graduate of Virginia Commonwealth University. In her free time, she enjoys, biking, painting, spending time with family, and sailing any boat anywhere there is water! Show less

Glen Allen, Va

Dedicated Financial Services Professional helping to protect families in the Richmond area.

Richmond, Va

Sales Associate