Julie Anderson Bray,  CFP<sup>&reg;</sup> - Financial Advisor

Julie Anderson Bray, CFP®

President

GW Financial

151 Kalmus Dr, Ste C-150
Costa Mesa, CA 92626
FINANCIAL ADVISOR'S WEBSITE
(714) 850-0534 CONNECT WITH Julie
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General

Julie Bray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GW Financial in Costa Mesa, CA and the surrounding communities.

Financial Advisor Overview

GW Financial, Inc. is a wealth management company that primarily addresses the broad financial needs of individual clients through integrated advice and asset management. We provide financial planning, discretionary investment management, and tax strategies. We consult with our clients, as well as work with their attorneys and tax advisors. We are a C-corp and registered with the SEC. Who We Are GW Financial, Inc. is an independent, fee-only wealth management and financial planning firm specializing in advising and engaging individuals, families, and organizations. We specialize in coaching clients toward financial peace of mind through financial education, clear communication, and smart resolutions. GW Financial, Inc. does not sell financial products or accept commissions or compensation from any other source, so our clients will always receive independent, unbiased advice. Our Approach Our clients are unique; because of that our fee-only approach allows us to give our clients complete objectivity in our recommendations and services. Our process is fully transparent and has no hidden fees. Our only incentive is to act in the best interest of our clients. Our Process The GW Financial, Inc. process is based on 7 steps that focus on planning your financial future and growing your personal wealth: Discovery Meeting Information Gathering Goals Session Solutions Meeting Partnership Meeting New Client Meeting Annual Check Up All of these meetings are formatted so that they aid us in better serving you.

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Financial Advisor Experience

We were founded in April 1982 by Glenn Woody, CFP® and acquired by Julie Bray, CFP® in 2014.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Retirement, Starting a Family, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources