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

Julie E. Fortin, CFP®

FBS®, CeFT®

Wealth Manager

Northstar Financial Planning

112 Range Road
Windham, NH 03087
(603) 458-2776

General

Julie Fortin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northstar Financial Planning in Windham, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Financial Behavior Specialist Certified Financial Transitionist

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth, Personal Taxes, Women's Finances

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