Julie Bray (BS, CFP®)

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

  • Annuities
  • AUM
  • Baby Boomers
  • Charitable Giving
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)

NAPFA Start Date

November 18, 2014

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This Office

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

Other Offices

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