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Julie A. Back, CFP®

Advisor, Principal, Seattle

“The secret of getting ahead is getting started.” – Mark Twain

Julie has been in financial services since 1987; Prior to the merger with Private Ocean, Julie was a founding partner of Lakeview Financial Group and Monarch Wealth Management along with Kelly Keydel prior to the merger with Private Ocean.

Julie knows that managing wealth comes with its own brand of stress, one that is often exacerbated by a news cycle that makes people feel that they need to be constantly “doing something” with their investments. She counsels her clients to be educated and flexible, but also to be patient and understand why their behavior is the biggest contributor to their success.

She takes immense satisfaction from helping people, and she feels the greatest gift she can offer her clients is to help them stop worrying about their finances and enjoy life. When she’s not working, you’ll find her taking her own advice and enjoying new adventures with her husband and their two boys.

Education

  • BS, Business Administration/Marketing Specialization from Central Washington University

Community

Julie volunteers for the Seattle Times Financial Hotline and has twice been a Seattle Times “Featured Advisor.” She is also on the Seattle Humane Planned Giving Committee for the Seattle Humane Society. She is an ongoing mentor to the Central Washington University College of Business and is committed to supporting the next generation of financial planners.

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