Julie A. Back, CFP^®

Senior Vice President

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903

FINANCIAL ADVISOR'S WEBSITE

www.wealthspire.com

(206) 729-1700 CONNECT WITH Julie

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$2,000,000

General

Julie Back is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

We are an independent financial planning firm and registered investment adviser. Our mission is to provide advice and education to help our clients make sound decisions regarding their financial future. We use a disciplined, unbiased planning process to develop and explain an achievable path to our clients' goals. My goal as an advisor is to educate my clients to be flexible, but also be patient and understand why their behavior is the biggest contributor to their success.

Financial Advisor Experience

Julie has been in the financial services business since 1987, first with a GE subsidiary providing investment products to the bank and savings and loan commuting. She moved on from there into her financial planning practice where she grew her firm with her partners at Lakeview Financial Group. Lakeview Financial Group merged with Private Ocean Wealth Management in 2017.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: WA
Health/disability insurance: WA
Fixed annuities: WA
Variable annuities: WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances