Broker Check

 

Julie Minami, CFP | Private Wealth Advisor

Julie began her career in the banking industry in 1977. After getting her Certified Financial Planner (CFP) designation in 1988, she made the transition into the Financial Planning Industry. In addition to her CFP, she holds a Series 7 and Series 63 held with LPL Financial as well as her insurance license.

 

Prior to joining Integrated Wealth Management (IWM), Julie worked with May Wealth Management Group on the Central Coast for over 20 years where they specialized in the 401(k) rollover market, portfolio management and estate planning. This was followed by her association with NF Wealth Management for over 7 years after relocating to the Bay Area. Her roles included portfolio management, meeting with clients, discovering strengths and weaknesses within their current plans and developing customized financial plans to fulfill their unmet goals.

 

Julie strives to make a difference in the lives of her clients by cultivating lasting relationships by providing effective wealth management solutions from one generation to the next. She provides on-going active monitoring of their progress and meets with clients regularly. Trust, integrity and attentive service is her number one priority.

 

Julie lives in sand Jose with her husband, Sa. In her spare time, she enjoys spending time with her family and friends, cooking, running, Hiking, mountain biking, wine tasting, sporting events and traveling with her husband.


Julie Minami CA Insurance License # 0C76792