Julie provides financial life planning services for Northstar clients. Before beginning her career in financial planning, Julie held various roles within investment banking and investment management in Boston. She then transitioned into personal financial planning at a wealth management firm in NH where she discovered a passion for helping people reach their life goals. A lifelong learner, Julie holds a Master of Finance degree (MSF) from Suffolk University and Bachelor of Science in Business Management & Finance from Westfield State University. Julie's credentials include CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Behavior Specialist®, and Certified Financial Tran