Julie Bower Email & Phone Number
Practice concierge @ Equitable Advisors
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Julie Bower Location
- Irvine, CA, US
Julie Bower Work
- Practice concierge @ (January 2025 - Present)
- Certified Financial Planner Professional @ (May 2024 - Present)
- Financial Advisor @ (May 2024 - Present)
- Private Wealth Advisor @ (May 2020 - May 2024)
Julie Bower Education
- Ocean View High School, Huntington Beach 1976-2000
- California State University, Long Beach
Bachelor of Science (Business-Finance)
1980-1985
Julie Bower Skills
- Securities
- Wealth Accumulation
- Retirement
- Disability Insurance
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Life Insurance
- Mutual Funds
- Series 7
- Certified Financial Planner
Julie Bower Summary
- Julie Bower, based in Irvine, CA, US, is currently a Practice concierge at Equitable Advisors. Julie Bower brings experience from previous roles at Equitable Advisors and Lincoln Advisors Financial Group, LLC. Julie Bower holds a 1976 - 2000 Ocean View High School, Huntington Beach. With a robust skill set that includes Securities, Wealth Accumulation, Retirement, Disability Insurance, Insurance and more. Julie Bower has 2 emails and 4 mobile phone numbers on RocketReach.
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