Julia Colantuono (CFP®)
Julia Colantuono focuses in the
following client markets or areas of practice:
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Having created financial plans for hundreds of families at best-in-class Wall Street institutions, I know the ins and outs of managing money. But I’ve realized there is no one-size-fits-all approach to wealth planning, which is why I provide flexible services to meet the unique needs of my clients. Whether you need a comprehensive financial plan or help managing investments, I can design a package that's best for you.Additional Information
As a Certified Financial Planner™ and self-development enthusiast, I’ve spent countless hours thinking about how to use money to live a true and fulfilling life. Personally, my husband and I often come back to the goal of spending more time and money on family experiences with our two kids, before time passes us by.NAPFA Start Date
March 16, 2023
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