CoverProfile

Julie Colucci

Wealth Advisor

NEIRG Wealth Management

United States, Florida, Naples

About Me

Julie Colucci CFP® is a Wealth Advisor with NEIRG Wealth Management. She has over 20 years of experience in financial services. Julie specializes in comprehensive financial planning. She helps her clients by taking a holistic view of their situation and work with them to identify their needs, goals and priorities. From there, she formulates the strategies appropriate for their needs and works with her client’s trusted advisors such as CPAs, Attorneys and Insurance Agents to close any planning gaps. Every client is different and deserve special attention and a cohesive plan.

Profile Information

Wealth Advisor

NEIRG Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

Jul 29, 2024

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