Julia M. Connell,  CFP<sup>&reg;</sup> - Financial Advisor

Julia M. Connell, CFP®

MSFP

Vice President

Goldman Sachs Personal Financial Management

35 N. Braddock Street
Winchester, VA 22601
(540) 550-7947

General

Julia Connell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goldman Sachs Personal Financial Management in Winchester, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MASTERS DEGREE PERSONAL FINANCIAL PLANNING (MSFP)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Retirement, Sudden Wealth, Women's Finances

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