Originally Posted on Moolala: Money Made Simple with Bruce Sellery
Featuring Julia Chung
May 13, 2024
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’ Julia discusses how it works and how to know if this option is right for you.
“The only thing we do is give advice. We don’t sell you products, we don’t manage your wealth.”
– Julia Chung
Watch the full podcast here.
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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