Julia Brufke Wenger

Partner @Bala Financial Group Inc

Julia Brufke Wenger is a Certified Financial Planner®, Chartered Financial Consultant® and has a Masters Degree in financial services. In addition to her degree in Accounting from Villanova University, Julia\'s first designation was Enrolled Agent licensed to practice before the IRS and her tax expertise adds an additional dimension to her strategic planning. Our mission is to act as financial navigators for our clients, assisting them to define their desired financial destination currently and in the future, map their course based on their logistics and risk tolerance, provide ways to get there safely and education about our courses of action and corresponding recommendations, while striving for the best possible outcome. A journey can get rough without an experienced navigator and clients can get lost financially or miss their best locations. We help smooth the waters for our clients, bringing professional expertise to the financial planning process by providing a comprehensive view of all needs and goals and charting and monitoring the course with our clients throughout their financial journey, striving for the best possible result.