Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office.

Julie has been in financial services since 1987. She believes in empowering her clients to feel confident and informed when making financial decisions. As an avid educator, Julie has spent a career helping people understand the complexities of their finances at a level that is most comfortable to them. She counsels her clients to be flexible, patient, and to understand why their behavior is the biggest contributor to their success.

All of this, Julie believes, begins with trust, and she takes immense satisfaction from offering her clients the peace of mind that their financial lives are in the hands of a professional who truly understands their unique journey.

Her commitment to education extends to her volunteer priorities as well.  She serves on the Leadership Board for the School of Business at Central Washington University, and mentors students in the Personal Financial Planning Program.  In 2022, she was named Distinguished Alumni of the Year.

When she’s not working, you’ll find her enjoying new adventures with her husband and their two boys.

Previous Experience

  • Financial Advisor and Principal at Private Ocean Wealth Management
  • Founding Partner at Lakeview Financial Group
  • Founding Partner at Monarch Wealth Management

Education & Credentials

  • Certified Financial Planner
  • BS, Central Washington University, Business Administration/Marketing Specialization

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.