Investment & Planning

Born and raised in Los Angeles, Julie began her career with Laurel Grove Capital (now part of Carnegie Investment Counsel) as a relationship manager and senior portfolio administrator.  As an advisor at Westmount, she brings her extensive experience working with high-net-worth individuals and nonprofit organizations to help clients reach their financial goals. Julie works closely with clients to develop tailored investment and wealth planning strategies.

Julie earned a Bachelor of Arts degree in English from UCLA and completed the CFP® curriculum at UCLA Extension. She holds the CERTIFIED FINANCIAL PLANNER^™ certification.

As a native Angeleno, it’s no surprise that Julie enjoys a healthy and active lifestyle that includes hiking, attending spin classes, going to the beach and Sunday farmers markets around town. She also likes to bake and is fluent in Spanish and Korean.