Voluntarias Savvy Ladies
Julia S. Lilly, MBA, CFP®, ABFP℠
Biografía del voluntario
Julia Lilly, CFP®, ABFP℠, and MBA, is a Wealth Advisor and Founder of Ryerson Financial. She has over 15 years of experience working in finance. Julia's areas of financial planning expertise include cash flow planning, investment recommendations, estate planning review, insurance risk assessment, education funding review, and retirement & legacy planning.
Áreas de especialización (especificadas por el voluntario)
Cash flow planning, investment recommendations, estate planning review, insurance risk assessment, education funding review, and retirement & legacy planning.
Spanish 
English