We are passionate about empowering you to achieve your financial goals, so you can enjoy your life journey. This website is primarily set up to give you information to help make better decisions about your financial situations at different life stages and when you are facing major life transitions.
Though our easy-to-read posts and workshops, you may discover new or different ways to make choices, and with our fun events, you may make more new friends. We look forward to connecting with you to learn more about you, and partner with you on your pursue of financial freedom.
Julie Johnson is a wealth advisor at Beacon Pointe Advisors located at Newport Beach, California. She focuses on helping clients meet their retirement goals and working through major life transitions. She co-authored the book: Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family.
Juna Chiang is a Certified Financial Planner™. She has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. When she is not working or taking classes, she enjoys volunteering, gardening, and spending time with her family and friends.