Julie Schatz (CFP®)

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

  • Business Owners
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I appreciate how important it is to help you be a good steward of your assets. Working together we optimize your financial situation.  Your goals and wishes will drive the planning process which may include:

  • financial independence planning,
  • tax strategies
  • employee benefits, stock option and 10b5-1 strategies,
  • portfolio and 401(k) allocations,
  • income property, whether commercial or residential
  • insurance review (life, home(s), autos, liability),
  • cash flow,
  • and college planning as needed.

Our clients who work with us comprehensively have the greatest peace of mind around their financial situation and tell us so regularly.

Additional Information

I welcome your phone call or email to discuss your particular situation. From a brief conversation we will be able to tell if we might be a good fit for each other.



NAPFA Start Date

May 05, 2005


This Office

1100 Alma St Ste 200 Menlo Park, CA 94025-3344 Phone: (866) 966-9291 Fax: (650) 472-8924