- Women's Planning
- Comprehensive Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Inheritance Management
Cherry Hill, NJ 08033
Julie Wielehowski is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Outside the Office
Julie resides in Cherry Hill, NJ with her husband and daughters and enjoys spending time in Maine with her family, and weekends in the Poconos. From 2009-2014 she served on the board of CASA of Camden County, a non-profit serving abused children in South Jersey. An equine enthusiast, Julie currently volunteers at Labrador Hills Equine Sanctuary. She is also active in St.Anne's Guild at Grace Church Haddonfield and a member of the League of Women Voters.
As a Chartered Financial Consultant, Registered Investment Advisor in the State of New Jersey, and Certified Financial Planner® Julie puts a strong focus on her fiduciary role.
After graduating from the University of Massachusetts, Amherst with a BA (Economics with minor in Finance), she spent 10 successful years in corporate finance at the General Electric Company, including the completion of their Financial Management Program and Corporate Audit Staff.
In 2009, Julie pursued a new chapter in her career, using her financial and business acumen to help individuals reach their financial goals via personal financial planning. She finds the work fulfilling, drawing off her natural talents for planning and love for numbers.
As a mother, wife, sister, daughter, granddaughter, aunt, niece, colleague, and friend, I have experienced firsthand, and I make it my job to understand, issues that affect women disproportionately such as widowhood, outliving assets, needing assisted living, being a caregiver, the dreaded “bag lady” fear… and don’t forget the “have it all” myth. And divorce, of course, because while it does not affect women disproportionately, it typically has a disproportionate impact on a woman’s financial well being.
What about men?
About half of my clients are married couples. And some of my favorite clients are men. One common thread … they may be a bit older than their spouse, and they want an advisor their spouse is comfortable with.