Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She 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 has been identified as an InvestmentNews 2020 Women to Watch honoree1. She was also recognized as one of Forbes’ 2018-2022 Top Women Wealth Advisors2 as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research3. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and Vice President for the Pacific Communities Health District Foundation Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.
Julia has been interviewed by Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.
Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.
1The InvestmentNews Women to Watch recognition program honors 23 female financial advisors and industry executives who are advancing the financial advice industry. The 2020 Women to Watch honorees were chosen by an InvestmentNews selection committee out of hundreds of nominations.
2The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK research, is based on a ranking algorithm that includes completion of an online survey, telephone and in-person due diligence interviews, client retention, industry experience, review of compliance records and U4s, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firm. This ranking was applied for by the advisor, and not LPL Financial. Assets under management information includes advisory and brokerage assets serviced by Ms. Carlson through LPL Financial. Investment performance is not a criteria due to varying client objectives and risk tolerances, and lack of advisors audited performance records. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. The full list of Forbes Top Women Wealth Advisors is available here.
3The ranking of Wealth Advisor Moms, developed by SHOOK Research, which considered wealth advisors who are mothers with at least one child under the age of 18 living at home. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc., and quantitative criteria, such as assets under management and revenue generated for their firms. This ranking was applied for by the advisor and not LPL Financial. Assets under management information includes advisory and brokerage assets serviced by Ms. Carlson through LPL Financial. Investment performance is not a criterion because client objectives and risk tolerances vary, and lack of advisors audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither SHOOK Research nor Working Mother receives compensation from the advisors or their firms in exchange for placement for rankings. The full list of 2018 Top Women Wealth Advisor Moms is available here.