Julie E. Toler,  CFP<sup>&reg;</sup> - Financial Advisor

Julie E. Toler, CFP®

CFA, CIA, CRMA

Investment Audit Director

Teacher Retirement System of Texas

1000 Red River St.
Austin, TX 78701
(512) 542-2733

General

Julie Toler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Teacher Retirement System of Texas in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Stocks & Bonds, Tangible Assets

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