Julie A. Wurst, CFP, LLC: Your Trusted Financial Expert
Julie A. Wurst, CFP, LLC is a respected financial advisor who specializes in helping clients achieve their financial goals. With her extensive knowledge and experience in the field of finance, Julie provides personalized and comprehensive financial planning services to individuals and businesses alike. Her commitment to her clients’ financial well-being has earned her the reputation of a trustworthy and reliable financial expert.
How Does the Advisor Help Clients – Key Takeaways:
Julie A. Wurst, CFP, LLC believes in creating personalized financial plans that cater to each client’s unique needs and goals. Her services include comprehensive financial planning, investment management, retirement planning, tax planning, and more. Julie works closely with her clients to understand their financial goals and creates a customized roadmap to help them achieve those goals.
Facts and Insights
Julie A. Wurst, CFP, LLC has been providing financial services for over 15 years. During this time, she has helped numerous clients achieve financial stability and success. With a strong understanding of the financial market and a keen eye for investments, Julie provides valuable insights and recommendations to her clients. Her personalized approach and attention to detail have helped her build long-term relationships with her clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $30 million |
|---|---|
| Number of Advisors: | 1 |
| Time in Business: | 15 years |
Financial Services Offered
Julie A. Wurst, CFP, LLC offers a wide range of financial services to help her clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College funding planning
- Insurance planning
- Business planning
Client Types
Julie A. Wurst, CFP, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net-worth individuals
- Retirees
- Young professionals
- And more
Fees & Compensation
Julie A. Wurst, CFP, LLC follows a fee-only compensation structure. This means that she does not earn commission from selling financial products. Instead, she charges a fee based on a percentage of the assets under management. This ensures that her clients receive unbiased and conflict-free financial advice.
Background
Julie A. Wurst, CFP, LLC has an impressive educational and professional background in the field of finance. She holds a Bachelor’s degree in Financial Planning and a Master’s degree in Finance. She is also a Certified Financial Planner™ (CFP®), which is a prestigious and highly-regarded certification in the financial industry.
Financial Advisor Disclosures to Know
It is important for clients to be aware of their financial advisor’s disclosures. Julie A. Wurst, CFP, LLC takes transparency and trust very seriously and believes in maintaining open communication with her clients. Below are her current disclosures:
- No criminal or civil actions in the past 10 years
- No regulatory violations in the past 10 years
- No customer complaints in the past 10 years
Julie A. Wurst, CFP, LLC is dedicated to helping her clients achieve financial success and security. With her expertise, personalized approach, and commitment to her clients, she is the go-to financial advisor for individuals and businesses seeking financial guidance. Contact Julie today to learn more about her services and how she can help you reach your financial goals.