Available only to CPA’s, the Personal Financial Specialist (PFS) credential represents an unparalleled combination of experience, education, testing and commitment to a code of professional ethics. A CPA who is a PFS provides objective financial advice to help clients navigate tax, retirement, estate, investment and insurance planning decisions.
Julia holds an AA in Applied Business from Lorain County Community College (1979), and a BA in Accounting from Dyke College (1983). She obtained her CPA certification from the Accountancy Board of Ohio in 1984 and her Ohio Real Estate Brokers License in 1986. With her Series 6 and 7 Securities and Insurance Licenses, Julia is a unique asset available to our clients to discuss their needs for investment and insurance planning.
Her affiliations consist of: AICPA, OSCPA, National Association of Realtors, Lorain County Board of Realtors, Commercial Arbitrator for American Arbitration Association, and she is a Registered representative with The O.N. Equity Sales Company.
