Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Schatz is a financial advisor with Forum Financial Management, LP. She is a Certified Financial Planner and has been in the industry since 2004. Julie has experience working with high net worth individuals, corporations, and charitable organizations. She also has experience in pension consulting and portfolio management for individuals and businesses. Julie is registered with the state of California and Texas. She is a member of the board of directors at ChemGrout Inc. and ChemGrout Holdings, LLLP.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/11/2023 - Present
Forum Financial Management, LP (MENLO PARK CA)
IA
Issued 02/23/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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