Julie Quick Email & Phone Number
Founder and Financial Planner @ Cultivate Financial Wellness
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Julie Quick Location
- White Lake charter Township, MI, US
Julie Quick Work
- 2020 -now Founder and Financial Planner @
- 2022 -now Founder | Certified Divorce Financial Analyst® professional @ Cultivate Divorce Strategies
- 2018 -2020 Financial Advisor @
- 2006 -2018 Director of Financial Planning and Operations @
- 2000 -2006 Registered Executive Assistant @
Julie Quick Education
- Oakland University
Bachelor of Science (BS) (Economics, Finance)
Julie Quick Skills
- Certified Divorce Financial Analyst
- Collaborative Practice
- Domestic Relations Mediation
- Certified Financial Planner
- Values-based Financial Planning
- Life Transitions
- Wealth Management
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Holistic Financial Planning
- Financial Modeling
- Series 7
- Asset Allocation
- Financial Analysis
- Mutual Funds
- Investments
- Securities
- Portfolio Management
- Compliance
- Series 24
- Alternative Investments
- Financial Advisory
- Investment Management
- Values Based Financial Planning
- Wealth Management Services
Julie Quick Summary
- Julie Quick, based in White Lake charter Township, MI, US, is currently a Founder and Financial Planner at Cultivate Financial Wellness. Julie Quick brings experience from previous roles at Cultivate Divorce Strategies, Dahring | Cusmano and Associates, Vision Capital Partners and Lincoln Financial Advisors. Julie Quick holds a Bachelor of Science (BS) in Economics, Finance @ Oakland University. With a robust skill set that includes Certified Divorce Financial Analyst, Collaborative Practice, Domestic Relations Mediation, Certified Financial Planner, Values-based Financial Planning and more. Julie Quick has 1 emails on RocketReach.
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