Please complete the CAPTCHA to continue
@geico.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Julia Chung, Cfp, Clu, Fea, Tep is listed as Co-Founder & CEO, Spring Planning | Family Enterprise Consultant, Trella Advisory Services | Board Chair, Financial Planning Association of Canada | Board Director & FEA Council Chair, Family Enterprise Canada at Spring Planning, a company with 9 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at geico.com and a matched LinkedIn profile for Julia Chung, Cfp, Clu, Fea, Tep.
Julia Chung, Cfp, Clu, Fea, Tep previously worked as Co-Founder, CEO at Spring Planning and Consultant at Trella Advisory Group. Julia Chung, Cfp, Clu, Fea, Tep holds Canada/Us Cross Border Estate Planning, Cross Border Financial Planning from Step Canada | The Society Of Trust And Estate Practitioners (Canada).
This section adds company-level context without repeating Julia Chung, Cfp, Clu, Fea, Tep's masked contact details.
AeroLeads found 1 current-domain work email signal for Julia Chung, Cfp, Clu, Fea, Tep. Compare company email patterns before reaching out.
Julia is at the forefront of the financial planning profession, serving as CEO of Spring Planning, Family Enterprise Advisor at Trella Advisory, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With a rich and diverse background in personal, business, and cross-border finance, governance, family business, and conflict resolution, Julia empowers her clients through values-based decision making frameworks. A prolific author, Julia has co-authored eBooks such as "Women & Money", "The Art of Delegation", and "The Entrepreneur's Survival Guide". She has held the role of Business Editor for Gazette & PowHerHouse magazines, and served as Technical Director for the 2024 release of "Funding a New Business for Dummies". Julia has played a pivotal role in shaping the landscape of financial advice in Canada. Her entrepreneurial spirit and unique ability to "Manifest the Improbable" have led her to found and lead multiple organizations, drawing from a lifetime of experience in a family that is both entrepreneurial and academic. She thrives on challenge, especially those that start with someone saying, "You can't do that."
Listed skills include Retirement Planning, Wealth Management, Estate Planning, Financial Planning, and 46 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
www.springplans.ca
Spring Planning is an advice-only financial planning firm focused on providing advice and support to individuals and families, without the conflict of assets of under management fees or product sales. Spring is focused on human-centric planning, which places people, their values, their goals, and their dreams first and foremost.
Trella Advisory Group is a global team of experienced advisors offering interdisciplinary consulting & services to family businesses, family enterprises, and multi-generational families with shared resources.
Julia speaks and provides workshops on topics including family business, succession, governance, tax estate & financial planning, leadership, business strategy, business development, and more. Select events include: 2024:CPA Ontario's Women in Action Conference2023CLEBC: Wealth Preservation & Succession for the Family EnterpriseSteadyhand: 3 Part Estate.
Julia is a published author of 3 ebooks, a prolific article writer (scroll down for examples), copywriter, technical editor, and ghostwriter. Unfortunately, we can't tell you what she's been ghostwriting because... then it's not ghostwriting...
www.adminslayer.com
Admin Slayer is a virtual assistant company, providing the administrative, bookkeeping, and marketing support entrepreneurs require to catapult themselves to the next level. In May 2022, Julia exited Admin Slayer as both a leader and an owner, leaving it in the excellent hands of her cofounders, Shannon and Tracey.
www.entrepreneurmomnow.com
Julia helped shape the direction of Entrepreneur Mom Now, providing advice, guidance, and support.
White Rock, BC
JYC Financial was an unbiased, fee-for-service financial planning firm. It merged with Spring Personal Finance in 2017 to become Spring Financial Planning.
www.gastowngazette.com
The Gazette was an online and print magazine based in Vancouver, providing unique perspectives on arts, style, life and music both locally and internationally. Readers were young and entrepreneurial. Julia wrote a regular business column, feature interviews, and an annual Chinese New Year article.
Langley, BC
As Co-Founder and Practice Leader, Julia built Facet Advisors Wealth Strategies as a premiere fee-for-service financial planning firm in partnership with Facet Advisors Chartered Accountants LLP.
Vancouver, BC
Julia provided expert estate and financial planning services to the high net worth clients of Raymond James Ltd. advisors.
Vancouver, BC
Julia's brief stint at BMO Nesbitt Burns taught her some key elements of marketing within a large firm.
Surrey, BC
Julia coordinated the amalgamation of three credit union life insurance departments, created policy and procedure, supervised and trained staff members, coordinated services with other departments, oversaw agent submissions, and provided expertise to insurance agents.
White Rock, BC
Julia created marketing materials, presentations, structure, marketing strategy and more as one of three partners in the company that went on to become Frog Friendly Wild Coffee.
White Rock, BC
Julia took advantage of Investors Group’s renowned training program, which introduced her to financial planning.
Orange County, California Area
Las Rebels Concert Promotion & Production assisted West Coast musicians in coordinating and marketing their record releases and concerts. Julia was one of six young women who founded and ran this exciting venture. It didn’t make money but it was a lot of fun.
White Rock, BC
Julia worked through the ranks at Goepel McDermid, which became Raymond James during her tenure there. Here she learned from expert financial advisors and traders in the White Rock office.
Vancouver, BC
Julia's first position in the financial world started with this investment management company, where she had the opportunity to learn from some of the top minds in the industry.
This course equips practitioners in law, accounting, financial planning, or insurance whose clients face cross-border estate planning and.
Courses include: Personal Foundations of Successful Leadership (completed), Building Collaborative Teams for High Impact (completed).
The Business Families Centre’s FEA Program augments formidable technical skills with strategies and tools to incorporate social and human.
Core CFO Competencies including: Corporate Governance, Risk Management, Strategy, Mergers & Acquisitions, Operational & Financial Tools.
The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals.
Certified Financial Planner (CFP) Certification is the industry gold standard in financial planning. CFP professionals are the largest.
The Life Office Management Institute offers specific training on Business and Financial Services Industry Operations Management.
CSI sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by regulatory.
The Justice Institute's Centre for Conflict Resolution provides the most comprehensive courses in Canada, providing training in.
Quick answers generated from the profile data available on this page.
Julia Chung, Cfp, Clu, Fea, Tep works for Spring Planning.
Julia Chung, Cfp, Clu, Fea, Tep is listed as Co-Founder & CEO, Spring Planning | Family Enterprise Consultant, Trella Advisory Services | Board Chair, Financial Planning Association of Canada | Board Director & FEA Council Chair, Family Enterprise Canada at Spring Planning.
AeroLeads has found 1 work email signal at @geico.com for Julia Chung, Cfp, Clu, Fea, Tep at Spring Planning.
Julia Chung, Cfp, Clu, Fea, Tep is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Spring Planning.
Julia Chung, Cfp, Clu, Fea, Tep has worked for Spring Planning, Trella Advisory Group, Self Employment, Self-Employed, and Admin Slayer.
Julia Chung, Cfp, Clu, Fea, Tep's colleagues at Spring Planning include Ashlee Mulder.
You can use AeroLeads to view verified contact signals for Julia Chung, Cfp, Clu, Fea, Tep at Spring Planning, including work email, phone, and LinkedIn data when available.
Julia Chung, Cfp, Clu, Fea, Tep holds Canada/Us Cross Border Estate Planning, Cross Border Financial Planning from Step Canada | The Society Of Trust And Estate Practitioners (Canada).
Julia Chung, Cfp, Clu, Fea, Tep is listed with skills including Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Strategic Financial Planning, Financial Advisory, Investments, and Wealth.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts