Julie Penwell, CFP®

Advisor, Seattle

Hold yourself responsible for a higher standard than anybody expects of you. Never excuse yourself.- Henry Ward Beecher

Julie found her way to wealth management through a strong passion for helping others and a long-time interest in financial planning – starting at age 15, after discovering the 8th wonder of the world: compound interest! Following this passion, Julie studied Personal Financial Planning, Forecasting Economics, and Accounting at Central Washington University.

In March of 2020, Julie passed her CFP® certification examination and became a CERTIFIED FINANCIAL PLANNER ™ in September of 2021. Julie serves clients across the West Coast and is eager to help clients understand their overall financial picture. Additionally, she co-leads an internal research team for our financial planning software and aids in developing best practices for our Advisor team.

During her collegiate career, Julie joined the Private Ocean family as an intern in our Seattle office in 2017 and again in the summer of 2018. She also took an active role in on-campus leadership including serving as President of multiple student organizations including Women in Business and as founding President of the Personal Financial Planning club.

When she is away from her desk, Julie spends her time as a “true PNW native” – enjoying the outdoors and cheering on the Seattle Seahawks.

Education

  • B.B.A., Financial Planning and Services, Forecasting Economics, Accounting

Community & Affiliations

  • Founding President of Future Financial Planners of CWU (FFPCWU)
  • Volunteer, Northwest School for Deaf and Hard of Hearing Children

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