Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Values Centered
Collaborative Professional Advice
Continuity Planning
Connect with us
The advice was thorough, concise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.
There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
Our Process
What We’re Writing
2025 February Update
The way financial literacy is often talked about makes it sound like a personal failing, but the real problem is how complicated personal finance has become. We focus on helping people build financial systems that fit their unique lives—not chasing some one-size-fits-all standard.
2025 January Update
As Robert Burns’ words remind us, even the best-laid plans can go awry. Change is inevitable, often unexpected, and managing uncertainty is challenging. This January, we’re focusing on what’s within our control amidst a whirlwind of legislative and financial updates.
2024 December Update
Financial planning is more than numbers; it’s about the deeply human stories behind each plan. This week’s conversations reminded me of the importance of empathy, active listening, and trust, underscoring how financial professionals help clients navigate life’s emotional moments.