Julie B.

WORK HISTORY

EDUCATION

ABOUT JULIE B.

As a financial advisor and mother, Julie Bray, CFP®, understands the challenges faced by parents navigating the future of higher education costs for multiple children. Strategically funding these expenses while planning for their own retirement can leave parents anxious about the impact on their overall financial picture. That\'s why Julie helps guide her clients effortlessly, supporting them every step of the way with a plan for long-term wealth preservation.Julie\'s particular and personalized approach helps ensure that a client\'s financial plan aligns seamlessly with their family\'s aspirations and overall financial well-being. Julie works with parents to help gain:College funding expertise: She develops specialized strategies to help efficiently cover expenses so that attaining a quality education for children doesn\'t overload parents.Tax efficiency: Tax planning is integrated into a client\'s financial plan to help reduce tax liabilities and enable them to preserve more of their wealth.Peace of mind: By providing proactive financial planning, Julie strives to give parents the sense of security that comes with feeling confident that their financial future is in capable hands. Julie is a dynamic and accomplished financial professional, currently serving as the President and Wealth Manager at GW Financial, Inc. Beyond her professional pursuits, Julie finds joy and fulfillment in her family life with her husband Paul, residing in the vibrant community of Reno, Nevada, alongside their three children and two dogs. A passionate advocate for work/life balance, they continually embark on new adventures, whether it\'s navigating the challenges of parenthood, snowboarding at Mt. Rose, snorkeling in Hawaii, or visiting family in England. As a family, they share a love for golf and pickleball, demonstrating that the pursuit of financial success is harmoniously balanced with the pursuit of a fulfilling and active family life. Julie\'s commitment to helping families plan for college, retirement, and wealth transfer is not only a professional duty but a personal philosophy reflected in her own approach to life and family.