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

Julie Anderson Bray, CFP®

CCFS®

President and Wealth Manager

GW Financial, Inc.

5470 Kietzke Lane, #300
Reno, NV 89511
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, Inc. in Reno, NV and the surrounding communities.

Financial Advisor Overview

GW Financial, Inc. is an independent, fee-only financial planning and wealth management firm helping families navigate college costs and retirement planning. Based in Reno, Nevada, and serving clients virtually, we specialize in helping parents coordinate the cost of higher education for multiple children with their own retirement and long-term financial goals. Our personalized approach brings together comprehensive financial planning, college financial planning, retirement planning, investment management, and tax-aware strategies. We work with clients to understand their complete financial picture and develop coordinated strategies that reflect their family's priorities and long-term financial well-being.

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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®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Retirement

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Helpful Financial Planning Resources