Julie A. Bower, CLU^®, CFP^®

Financial Advisor
CA License No. 0684297

Phone: (949) 223-8611
E-mail: julie.bower@tfgroup.com

• Wealth Management
• Life Insurance
• Investment Advisory Services
• Retirement Strategies
• Estate Planning

Julie, an Associate Partner, has been with the Tax & Financial Group since 1991. She specializes in providing investment strategies for self-employed professionals, physicians, closely-held corporations, and individuals who need guidance in the areas of wealth accumulation, retirement strategies, life insurance analysis, and estate strategies.

Julie’s strong family values, ethics, and dedication to her clients have made her a leader in the financial community. Her continuing education and personal commitment provides excellent strategies for her clients through various insurance and investment products to preserve their capital, build equity, and ensure their financial goals for the future.

Julie is currently serving as the Immediate President of WISE (Women’s Interactive Sales Exchange), a nation-wide financial service organization. She had dedicated many hours to charitable organizations including both the Make-A-Wish Foundation and Susan G. Komen Race for the Cure. Julie has been recognized in multiple media outlets includines Forbes.com:

Under the Leadership of Julie Bower, the Women’s Interactive Sales Exchange (WISE) Continues to help women Achieve Success

She is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc. a member of FINRA/SIPC.