Julie Penwell, CFP®

Senior Advisor Associate

Julie Penwell is a Senior Advisor Associate based in the Seattle office.

Julie found her way to wealth management through a strong passion for helping others and a long-time interest in financial planning. Following this passion, she studied Personal Financial Planning, Forecasting Economics, and Accounting at Central Washington University.

Julie serves clients across the West Coast and is eager to help clients understand their overall financial picture. Additionally, she co-leads an internal research team for our financial planning software and aids in developing best practices for our Advisor team.

During her collegiate career, Julie served as an intern for the firm. She also took an active role in on-campus leadership, including her role as President of the Women in Business club and as founding President of the Personal Financial Planning club.

When she is away from her desk, Julie spends her time as a “true PNW native” – enjoying the outdoors and cheering on the Seattle Seahawks.

Previous Experience

  • Financial Advisor and Principal at Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner™ 
  • BBA, Central Washington University, Financial Planning and Services, Forecasting Economics, Accounting

 

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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.