Julie A. Back,  CFP<sup>&reg;</sup> - Financial Advisor

Julie A. Back, CFP®

Principal/Advisor

Private Ocean

1700 Westlake Ave N, Suite 325
Seattle, WA 98109
FINANCIAL ADVISOR'S WEBSITE
(206) 729-1700 CONNECT WITH Julie
  • twitter link

General

Julie Back is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in Seattle, WA 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.

More

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

More

Helpful Financial Planning Resources