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(734) 356-3250  MICHIGAN(419) 824-8200  OHIO 
Julie E. Hall, CFP®, CFT-I™, MSF

Julie E. Hall, CFP®, CFT-I™, MSF

Julie has strived to help people make better decisions with their money for 19 years.  Julie has served as an advisor as well as director of financial planning throughout her career.  She feels privileged to listen as clients reveal what they value most in their lives and then partner with them to design an actionable financial plan specifically around those values. 

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration in 2002 (BBA).  She later earned a Master’s in Finance (MSF) with a focus in personal financial planning from Walsh College in 2009.  Julie also obtained the CERTIFIED FINANCIAL PLANNER ™ Professional designation in 2009 and the Certified Financial Therapist-Level I™ Professional designation in 2021.

Julie is a member of the Financial Planning Association and the Financial Therapy Association.  Julie is currently serving as on the board for the Financial Planning Association for 2021 and as the FPA of Michigan Advocacy Director for 2021.

Julie and her son Owen and their dog Jones reside in New Hudson, Michigan.  Julie's adult daughter Emma, now resides in West Village Detroit with her cat Jasper. 

Check-out some of Julie's thoughts in the news: 

https://www.thinkadvisor.com/2021/03/30/advisors-react-to-bernie-sanders-estate-tax-bill/

https://www.fa-mag.com/news/advisors-worry-biden-tax-plan-will-hurt-client-raises--retirement-plans-and-stock-market-61263.html

https://www.policygenius.com/blog/inflation-prices-rising/

https://www.investmentnews.com/house-tax-proposal-would-close-door-on-popular-back-door-roth-ira-conversions-211495

https://www.marketwatch.com/story/im-no-hedonist-but-i-want-to-build-our-next-home-for-retirement-my-wife-says-no-weve-saved-3-million-what-should-i-do-11632499245

https://www.thinkadvisor.com/2021/09/22/advisors-biggest-annuity-concerns-advisors-advice/?kw=Advisors%27%20Biggest%20Annuity%20Concerns:%20Advisors%27%20Advice&utm_source=email&utm_medium=enl&utm_campaign=dailywire&utm_content=20210922&utm_term=tadv

Advisory services offered through Vision Capital Partners, Inc.

Julie Hall is not registered through Triad Advisors.