Julieann Hepburn

Julieann Hepburn Email and Phone Number

Jump down to the Feature areas and see what I'm known for in a 2 minute video. It will be much faster to get to know me @ Valent Wealth
United States
Julieann Hepburn's Location
United States, United States
About Julieann Hepburn

I grew up in SoCal and worked my way up the coast to SoOregon, raised goats and owned and showed horses, when I wasn’t bucking hay or mucking stalls, I was working on my families Christmas tree farm which has something to do in every season believe it or not. Additionally, I started working from the age of 14 when I could get a workers permit so I could start earning some actual money. Once I graduated high school at 17, I moved to Seattle area and was there for college and more work. I was in Seattle for 15 years then moved to the northeast to expand my business and eventually, once engaged moved and now live in Chicago for the last 17 years. I’ve always been a student of human behavior and it has always come very naturally for me to understand, how people relate to each other and how they operate and behave in general. This became a clear path for me to serve those needs and desires. At least until I found the career that would help me ultimately serve this from the very core. How people can pay for all that they want. Now I'm recognized for my knack in solving cash flow issues that have stumped others. I’m known for moving people from the majority to the minority. My expertise lies in optimizing cash flow, ensuring the protection of income and assets, and ultimately, building wealth for a life of abundance and a lasting legacy. If you ask any of my clients this is what they would tell you was only a dream before we met and started working together. Six years into the investment business, I felt like it was more moral hazard than anything else. So I dropped my investment licenses and until 5 years ago, have not come back to it until I found academic investing. Imagine, nearly 20 years of a 30 year career, and I’m now finding a sound money solution for my clients with investing as well. I’m very excited and just getting warmed up! A joy of mine is coaching entrepreneurs to market their ventures authentically by aligning with their purpose. Witnessing the transformative power of purpose-driven strategies in business is incredibly fulfilling. Away from the desk, I'm an adventure seeker. Whether it's skiing down the slopes, paddleboarding on serene waters, or perfecting my golf swing, I thrive on staying active and healthy. My commitment to a fit and healthy lifestyle is mirrored by my dedication to advise companies and individuals with the same energy and dedication. Please feel free to communicate with me at JulieAnn.Hepburn@ValentWealth.com or ring me up on my cellphone at 240-982-6002. I’d love to chat with you…. ツ⛷️

Julieann Hepburn's Current Company Details
Valent Wealth

Valent Wealth

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Jump down to the Feature areas and see what I'm known for in a 2 minute video. It will be much faster to get to know me
United States
Website:
valentwealth.com
Employees:
15
Julieann Hepburn Work Experience Details
  • Valent Wealth
    Valent Wealth
    United States
  • Valent Wealth
    Financial Advisor
    Valent Wealth Nov 2023 - Present
    Bethesda, Md, Us
  • Financial Va
    Coach And Expert
    Financial Va Feb 2021 - Present
    Enroll Financial professionals to create a tactical onboarding system for staff, team and assistants they will be able to scale as their business grows. Financial Advisors that do all the work themselves can't grow their business. You are setting up your new employee to fail without a proven onboarding program that doesn't take YOU away from doing what makes your company successful and profitable. So we will help you do that instead. Mainly because you haven't done it yet - usually means you won't without time and help.
  • National Private Client Group, Inc
    Owner/Financial Advisor
    National Private Client Group, Inc 1994 - Present
    Julie Ann is a licensed Life, Health, and Long-Term Care (LTC) insurance professional, and an Investment Advisor Representative (IRA) under the Partners 4 Prosperity Registered Investment Advisory (RIA). She is a member of the Prosperity Economics Movement Advisors’ Network and the Eldercare Financial Network.

Frequently Asked Questions about Julieann Hepburn

What company does Julieann Hepburn work for?

Julieann Hepburn works for Valent Wealth

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Julieann Hepburn's current role is Jump down to the Feature areas and see what I'm known for in a 2 minute video. It will be much faster to get to know me.

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