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Julie Penwell

Paraplanner, San Francisco

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

Julie is a recent graduate of Central Washington University, where she received both a Bachelor in Business Administration specializing in Personal Financial Planning and a B.S. in Economics with a core focus on Business Forecasting and Analytics. Julie has long been a part of the Private Ocean team, first interning in our Seattle office in 2017 and then again in the summer of 2018. In 2020, she passed the the CFP® certification examination.

During her college career, Julie was a leader for financial services and advocate for women. She served as the President of multiple organizations including Women in Business and she was the founding President of the Personal Financial Planning club. Additionally, she pursued management experience as a Research Assistant in the Department of Management and as the Project Manager for the 2017 and 2018 Many Faces of Entrepreneurship workshops in the Greater Yakima Area. She strongly believes in pushing yourself outside of your comfort zone to pursue opportunities and experiences which enrich your learning capabilities as well as aptitude for leadership.

At Private Ocean, she continues to do what she does best – serving our clients with her incredible skills, her passion for financial services and her positive attitude.

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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