The CEO and founder of Financial Freedom Wealth Management Group, LLC is Julia. With the company’s success since its founding at the turn of the century, she rose to prominence as a thought leader in the financial sector. Julia is an author, educator, speaker, and businesswoman who specializes in the world of investments. Her expertise in tax methods for retirement and distribution planning, as well as exit planning for company owners, is widely acknowledged.
Julia has been named one of the 2020 Women to Watch by InvestmentNews1. She was also named a 2018–2022 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research3, and one of Forbes’ 2018–2022 Top Women Wealth Advisors2.
In addition, Julia shares her expertise in a local newspaper financial column. As vice president of the Pacific Communities Health District Foundation Board, a member of the Chamber of Commerce, and a member of Rotary, she is an active member of her community. Julia lives in Newport, Oregon, a gorgeous seaside town, with her husband and their three kids, and works from our office there.
Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, Yahoo! Finance, TD Ameritrade Network, and Nasdaq have all interviewed Julia.
Julia works at LPL Financial as a Registered Principal and Investment Advisor Representative. She holds state-issued life and health insurance licenses in addition to her Series 24, 7, 63, and 66 securities registrations, all of which are held with LPL Financial.
About Financial Freedom Wealth Management Group
A complete wealth management and planning company is Financial Freedom Wealth Management Group, LLC. The main objective is to empower, motivate, and educate its clients in order to pursue financial freedom and a prosperous and fulfilling retirement. Offering individualized programs created to assist in managing its clients’ money, the company aims to provide an unmatched degree of individualized attention.
