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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie O'Rourke is a financial advisor with EP Wealth Advisors in Redwood City, CA. Julie has been in the financial services industry since 2013 and has extensive experience in financial planning, retirement planning, and investment management. Julie is a Certified Financial Planner™ and holds the Series 6 and Series 63 licenses. Julie is passionate about helping her clients achieve their financial goals and believes in building long-term relationships with them. Julie is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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
08/22/2022 - Present
EP Wealth Advisors (Redwood City CA)
CA
04/12/2018 - 06/28/2022
U.S. BANCORP INVESTMENTS, INC. (MILLBRAE CA)
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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