Julie A. Bower CFP®, CLU®

Private Wealth Advisor

Phone: 949.623.1460
Fax: 949.623.1464
Email: Julie.Bower@LFG.com

I am a CERTIFIED FINANCIAL PLANNER™ Practitioner. Specializing in providing investment strategies for self-employed professionals, physicians, closely-held corporations, and individuals who need guidance in the areas of wealth accumulation, investments, retirement strategies, life insurance analysis, and estate planning strategies.

My strong values, ethics, and dedication to my clients have made me a leader in the financial community. My continuing education and personal commitment enables me to share customized strategies with my clients through various insurance and investment products to help preserve their capital, build equity, and ensure their financial goals for the future.

I believe in giving back however you choose...

  • OC Women for Good Giving Circle

    As a Founding Board Member, I along with other members, are responsible for fundraising to promote the common good and improve the quality of life for others by giving away funds to local charities.                   
  •  Past Board Member of the Boys & Girls Club of Garden Grove (2015-2022)

  •  Past Volunteer for the Make-A-Wish Orange County (20 years)

  •  Past Team Captain for the Susan G. Komen Race for the Cure (5 years)

  • Past President of WISE- (Womens Inspiring, Supporting Excellence) Financial Group for women in Financial Services (5 years)