Juliane Lee
CFP®

Julie is a Certified Financial Planner® and has worked in financial services for over 30 years.   Her goal is to help clients understand their financial landscape and develop a plan that aligns with their unique needs and goals. She holds the FINRA Series 6, 7, and 63 licenses, and is licensed to offer life, disability, and long-term care insurance. In her free time Julie enjoys golfing, travelling and spending time with her children and grandchildren.