Julie A. Kern

President & Investment Adviser Representative @Bridge Financial Strategies

Phoenix, AZ, US
EMAILS
j••••••••@bridgefinancialstrategies.com
MOBILE NUMBERS
+14•••••••50

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WORK HISTORY

Jan 2009 — Present

President & Investment Adviser Representative @Bridge Financial Strategies

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Scottsdale, AZ, US

Supporting my clients through all life\'s stages to work toward financial security and peace of mind through comprehensive financial planning, investment management, tax, and divorce financial services. Investment advisory services and financial planning offered by Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted.

EDUCATION

2000 — 2001

W. P. Carey School of Business – Arizona State University

Masters, Taxation

1997 — 2000

Arizona State University

Bachelors, Accountancy

SKILLS

Retirement PlanningPlanningRetirementTax StrategiesInvestmentsWomen's FinanceTax Return PreparationEstate PlanningTax PreparationWealth ManagementTaxFinancial PlanningCash FlowPortfolio ManagementSmall Business

ABOUT JULIE A. KERN

I am a Certified Public Accountant, Certified Financial Planner™ professional, and…

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