Julie Johnson, Cdfa®

Julie Johnson, Cdfa® Email and Phone Number

Book Author @ Your Dollars, Our Sense
Newport Beach, CA, US
Julie Johnson, Cdfa®'s Location
Newport Beach, California, United States, United States
Julie Johnson, Cdfa®'s Contact Details

Julie Johnson, Cdfa® work email

Julie Johnson, Cdfa® personal email

Julie Johnson, Cdfa® phone numbers

About Julie Johnson, Cdfa®

I help my clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients. At Beacon Pointe we have built an incredible process to educate, empower and engage clients in their personal finances so they can build their best lives. Every day I get to have conversations that allow me to help my clients identify their personal values, business interests, goals, and future plans, to align their life and wealth. I am also fortunate to work for a firm that is wholeheartedly dedicated to empowering female investors through our Women’s Advisory Institute (WAI). Through our WAI initiatives, we are committed to a unique and holistic approach to serving the financial needs of women through all life experiences.Some of my specialties include:•Retirement Readiness•Retirement Income•Education Cost Planning •Strategic Tax & Estate Planning •Career & Business Planning •Life Changes & Milestones•Values-Based & Impact InvestingIf you would like to learn more about how we can work together, I would love to connect.

Julie Johnson, Cdfa®'s Current Company Details
Your Dollars, Our Sense

Your Dollars, Our Sense

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Book Author
Newport Beach, CA, US
Website:
getthesense.com
Employees:
8
Julie Johnson, Cdfa® Work Experience Details
  • Your Dollars, Our Sense
    Book Author
    Your Dollars, Our Sense
    Newport Beach, Ca, Us
    View
  • Beacon Pointe
    Senior Wealth Advisor
    Beacon Pointe Sep 2010 - Present
    Newport Beach, Ca
    Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
    View
  • Beacon Pointe
    Women Advisory Institute Board Member
    Beacon Pointe 2012 - Present
    While we have found that our women clients appreciate our independent and holistic approach to providing advice, we strive to do more. We created The Beacon Pointe Women's Advisory Institute (WAI, pronounced "WAY") to provide a forum to share knowledge and explore how to best serve the needs and questions of female investors and their families. Our mission is to educate, engage and empower. For more information, please see our website: www.beaconpointeWAI.com
    View
  • Your Dollars, Our Sense
    Book Author
    Your Dollars, Our Sense Jan 2018 - Present
    Orange County, California Area
    This quick read is a go-to guide for decoding the essentials of life and money. The book makes sense of a variety of topics, including credit, saving priorities, investing, home ownership, insurance, children, estate planning and more. It provides readers with relatable and simple financial advice to help navigate various life stages and major life events in a fun, informative manner without the dryness often associated with the topic.
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  • Elite Marketing
    Insurance Specialist
    Elite Marketing Sep 2009 - Jul 2010
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  • Aig Sunamerica
    Rvp
    Aig Sunamerica Jul 2007 - Apr 2009
  • Metlife
    Vice President
    Metlife May 2005 - Jul 2007
    Orange County/San Diego
  • Ge/Genworth Financial
    Regional Vice President
    Ge/Genworth Financial 2003 - 2004

Julie Johnson, Cdfa® Skills

Strategic Financial Planning Wealth Management Estate Planning Financial Advisory Investment Advisory Investments Ria Retirement Planning Asset Allocation Asset Managment Financial Planners Iras Wealth Management Services Fixed Annuities

Julie Johnson, Cdfa® Education Details

Frequently Asked Questions about Julie Johnson, Cdfa®

What company does Julie Johnson, Cdfa® work for?

Julie Johnson, Cdfa® works for Your Dollars, Our Sense

What is Julie Johnson, Cdfa®'s role at the current company?

Julie Johnson, Cdfa®'s current role is Book Author.

What is Julie Johnson, Cdfa®'s email address?

Julie Johnson, Cdfa®'s email address is jj****@****nte.com

What is Julie Johnson, Cdfa®'s direct phone number?

Julie Johnson, Cdfa®'s direct phone number is +194984*****

What schools did Julie Johnson, Cdfa® attend?

Julie Johnson, Cdfa® attended San Diego State University, San Diego State University-California State University.

What skills is Julie Johnson, Cdfa® known for?

Julie Johnson, Cdfa® has skills like Strategic Financial Planning, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Investments, Ria, Retirement Planning, Asset Allocation, Asset Managment, Financial Planners, Iras.

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