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Julia M. Carlson

Julia M. Carlson

Founder, CEO

Julia is the Founder of Financial Freedom Wealth Management Group, LLC.  She has been practicing financial planning for more than 20 years and specializes in helping people who are either retired or close to retirement. Julia is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial, and has her Series 24, 7, 63, 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance license. 

Julia is a SmartVestor Pro for nationally syndicated radio talk show host Dave Ramsey. She leads our SmartVestor Pro1 team for southwest Washington and most of Oregon.

Julia has been identified as one of Forbes 2019 Top Women Wealth Advisors2. She was also recognized as a 2018 Top Wealth Advisor Mom3 by Working Mother magazine and SHOOK Research. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber member, and trustee for the Pacific Community Health District Board. Julia works from our office in the beautiful coastal community of Newport where she resides with her husband and their three children.

       Dave Ramsey's SmartVestor

     

 

 

    

 

 

 

 

 

 

 

 

 


Dave Ramsey's SmartVestor Pro is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom wealth Management Group or LPL.