Julie Bray (BS, CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

November 18, 2014

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This Office

77564 Country Club Dr Ste 150 Palm Desert, CA 92211-6225 Phone: (760) 771-3734 Fax: (760) 771-8434

Other Offices

151 Kalmus Dr Ste C150 Costa Mesa, CA 92626-7960 Phone: (714) 850-0534 Fax: (714) 850-0934