Julie A. Bower
CA License No. 0684297
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 enables her to provide a number of strategies through various insurance and investment products to help preserve their capital, build equity, and ensure their financial goals for the future.
Julie is currently serving as an associate board member of the Boys & Girls Club of Garden Grove. She has served as President of the WISE (Women’s Interactive Sales Exchange), a nationwide financial service organization. She has 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 including Forbes.com. Additionally, Julie is a 2013, 2014, 2015, 2016 and 2017 recipient of the Five Star Wealth Manager award featured in Orange Coast Magazine.
She is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc. a member of FINRA/SIPC.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review*; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony. 1840745, DOFU 07.17