AeroLeads people directory · profile
Julie Johnson, Cdfa® Email & Phone Number
Book Author
at
Your Dollars, Our Sense
1 work email found
@beaconpointe.com
2 phones found area 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Book Author
Location
Newport Beach, California, United States
Company size
Who is Julie Johnson, Cdfa®? Overview
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Quick answer
Julie Johnson, Cdfa® is listed as Book Author at Your Dollars, Our Sense, a company with 8 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 949, and a matched LinkedIn profile for Julie Johnson, Cdfa®.
Julie Johnson, Cdfa® previously worked as Senior Wealth Advisor at Beacon Pointe and Women Advisory Institute Board Member at Beacon Pointe. Julie Johnson, Cdfa® holds Bs, Business, Marketing from San Diego State University.
Company email context
Email format at Your Dollars, Our Sense
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*@beaconpointe.com
68% confidence
AeroLeads found 1 current-domain work email signal for Julie Johnson, Cdfa®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Financial Advisory, and 10 others.
Current workplace
Julie Johnson, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Your Dollars, Our Sense
8 roles · 23 years
Julie Johnson, Cdfa® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
CurrentBeacon 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.
Sep 2010 - Present
Women Advisory Institute Board Member
CurrentWhile 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.
2012 - Present
~14 yrs 5 mos
Book Author
CurrentThis 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.
Jan 2018 - Present
Insurance Specialist
Sep 2009 - Jul 2010
Rvp
Aig Sunamerica
Jul 2007 - Apr 2009
Vice President
Metlife
May 2005 - Jul 2007
Regional Vice President
Ge/Genworth Financial
2003 - 2004
~1 yr
2 education records
Julie Johnson, Cdfa® education
Bs, Business, Marketing
Bachelor Of Applied Science (B.A.Sc.), Business Administration - Marketing
FAQ
Frequently asked questions about Julie Johnson, Cdfa®
Quick answers generated from the profile data available on this page.
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 Your Dollars, Our Sense?
Julie Johnson, Cdfa® is listed as Book Author at Your Dollars, Our Sense.
What is Julie Johnson, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @beaconpointe.com for Julie Johnson, Cdfa® at Your Dollars, Our Sense.
What is Julie Johnson, Cdfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Julie Johnson, Cdfa® at Your Dollars, Our Sense.
Where is Julie Johnson, Cdfa® based?
Julie Johnson, Cdfa® is based in Newport Beach, California, United States while working with Your Dollars, Our Sense.
What companies has Julie Johnson, Cdfa® worked for?
Julie Johnson, Cdfa® has worked for Your Dollars, Our Sense, Beacon Pointe, Elite Marketing, Aig Sunamerica, and Metlife.
How can I contact Julie Johnson, Cdfa®?
You can use AeroLeads to view verified contact signals for Julie Johnson, Cdfa® at Your Dollars, Our Sense, including work email, phone, and LinkedIn data when available.
What schools did Julie Johnson, Cdfa® attend?
Julie Johnson, Cdfa® holds Bs, Business, Marketing from San Diego State University.
What skills is Julie Johnson, Cdfa® known for?
Julie Johnson, Cdfa® is listed with skills including Strategic Financial Planning, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Investments, Ria, and Retirement Planning.
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