Julie Wielehowski (CFP®, ChFC®)

Julie Wielehowski focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Financial Compass creates warm, honest, long-term relationships with clients.  We connect your life plans to your money, and always put your needs first.

We specialize in providing financial management as a Fee-Only, Certified Financial Planner® to retirees and pre-retirees who seek fulfilling, transparent relationships.  We do the heavy lifting in your financial life, so you can focus on living your BEST life.

Additional Information

Julie graduated from the University of Massachusetts, Amherst, with a degree in Economics.  She is a Registered Investment Advisor, Certified Financial Planner, and  Chartered Financial Consultant.  Julie has been a solo practitioner since 2009, following a rewarding 10 year corporate finance career at GE.  

Julie lives in Upper Makefield, PA with her husband and two daughters.  Outside of running her business, she enjoys outdoor activities -especially winter sports, weekends in the Poconos, and training with rescue horses.  Active in the community, Julie volunteers at the local school library, and with Saint Anne's Guild at Grace Church in Haddonfield.  She is a former board member of CASA of Camden County (2009-2014), dedicated to serving foster childrens needs. 

NAPFA Start Date

October 23, 2007

Submit
Submit

This Office

301 S State St Ste S202 Newtown, PA 18940-1997 Phone: (856) 685-5051

Other Offices

34 Tanner St Ste 3 Haddonfield, NJ 08033-2475 Phone: (856) 685-5051