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
Control is Overrated: Why Doing Less Can Mean More
Markets swing, headlines scream, and your brain begs you to do something. Smart investing means knowing when not to do anything. From the illusion of control to the soap-bar effect, sometimes the best move is knowing you’re not in charge.
Financial Stability When the World Feels Unstable
2025 has started with uncertainty, focus on strengthening your financial plan by reviewing your emergency fund, spending, and community connections instead of reacting. Adaptability and preparation help you weather any storm.
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.