Julia is a LPL Financial Advisor with Western Wealth Advisors. She specializes in financial planning and asset allocation to help individuals and families plan for life's milestones: retirement, college funding, buying a home, and wealth transfer. Julia centers her practice around integrity, a strong work ethic and objective advice that is tailored to each individual or family. She is dedicated to helping her clients worry less about their finances so that they spend more time doing the things they enjoy!
Her Services Include:
- Retirement Planning
- Management of IRA, Roth IRA, 401(k) Rollover Services, and Non-Retirement Accounts
- Account Diversification Strategies
- Income Planning
- Annuities
- Long Term Care Planning
- Education Planning
- Life Insurance
Experience:
Julia is an accomplished financial advisor having provided a decade of services helping manage retirement and savings portfolios for over 100 families. She has extensive experience in annuities having previously served as a wholesaler with Jackson National Life. Julia can assist clients with "if" and "when" decisions considering annuities. She left the corporate world in 2007 due to a desire to help individual clients pursue their financial goals. Julia is an independent advisor and plans to serve her clients future financial needs for decades to come.
Registrations and Licenses held through LPL Financial:
Registered Securities Principal - Series 24*
General Securities Representative - Series 7*
Investment Company Products / Variable Contracts Limited - Series 6*
Investment Advisor Representative - Series 65*
Uniform Securities Agent State Law - Series 63*
Licensed Insurance Producer
Certified in Long Term Care Planning
*All security licenses are held through LPL Financial.
Personal:
Julia is a Colorado native and graduate of the University of Colorado/Boulder, Leeds School of Business with a degree in Finance. She competes in triathlons, and enjoys skiing, cycling and spending time with her husband Jeff, daughter Ashlyn, son Sean and their large dog Sophie.
440 Indiana Street
Golden, CO 80401
Office: 720.354.5091
Fax: 303.393.2365
Email: julia.smith@lpl.com
www.westernwealthadvisors.com
Western Wealth Advisors is a separate entity from LPL Financial.