Julia Chung, CFP®, CLU®, FEA, TEP

Partner, Sr. Financial Planner

Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning

Values Centered

Fully invested in finding out what success looks like for you and designing strategies that align with your values

Collaborative Professional Advice

Key players on your professional advisory team, bringing your legal, accounting, and portfolio management partners into alignment with each other and your financial plan

Continuity Planning

Accomplished Family Enterprise Advisor facilitating the transition of your family’s legacy from each generation to the next

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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.

F. Fajardo

Having an impartial 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives.

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.

C. Dewar

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!

C. Ducharme