With over 15 years of experience as a financial advisor, Julie Foong brings experience and dedication to every client relationship. Julie creates personalized financial plans, manages investments, and provides forward-thinking guidance that aligns with each client’s unique life goals.
Before entering the financial services industry, Julie built a foundation in banking and finance. She served as a home loan consultant at Washington Mutual for 12 years, following earlier roles as a personal banker and bookkeeper. She brings a broad understanding of financial systems and the insight to support clients through every stage of their financial journey.
Julie holds a Bachelor of Arts in Business Management from California State University, Fullerton, and maintains a California real estate license. Her commitment to serving her community has been recognized with the Honorary Service Award in the City of San Marino.
What drives Julie most is the opportunity to make a lasting impact. She loves guiding people through important financial decisions and knowing that what she does makes a difference in people’s lives.