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.
Julie Colucci
Wealth Advisor
NEIRG Wealth Management
United States, Florida, Naples
About Me
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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