Julie Penwell, CFP®
Vice President
Julie Penwell is a Vice President and financial advisor based in the Seattle, WA 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
