Julie helps today’s modern family achieve their goals through disciplined investment and risk management techniques. With her broad array of investment and protection products, from industry-leading financial companies, she provides the solution for any situation her clients present. As a CFP® certificant with years of experience, she takes a holistic approach, spanning many market cycles and tax law changes, leaves her uniquely positioned to assist families in meeting their goals in any environment.
THE PARADIGM SHIFT
The paradigm shift occurring now is taking us beyond the concept of saving and accumulating enough money. It’s requiring people to become more responsible with how they handle that pool of money and answer the question: “How do we use the money we’ve saved to make it an income that lasts a lifetime?”
As a resident of Huntington, Julie enjoys her downtime with her husband Danny, their daughter Jolina and their two dogs Zoey and Oliver.
Julia A. Deliso is licensed to sell Insurance Products in the following jurisdictions:
CT, DE, FL, NC, NJ, NY, SC
Julia A. Deliso is licensed to sell Securities Products in the following jurisdictions:
CA, CT, FL, DE, NC, NJ, NY, PA, SC, WA