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
Book Review: Profit First by Mike Michalowicz
As a business owner, how many times have you wondered why you have little to no profit at the end of the month or year? Especially when your accountant has shown you a profit on your financial statements but you are left wondering where that profit actually is! In...
The best way to generate cash from your investments in retirement?
Originally Published on Global News Erica Alini 28 September 2019 Author Erica Alini writes this article on Global News with the question: What’s the best way to generate cash from your retirement investments? Erica quotes financial experts Julia and Rona Birenbaum,...
First-Time Home Buyer Incentive: What You Need to Know
Originally Posted on Money SenseBy Tamar Satov6 September 2019 The First-Time Home Buyer Incentive (FTHBI) promises to help make real estate more affordable, but there’s a big catch: It’s a loan you have to repay with a share in your home’s growth in value. The...