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Episode 140 - Julie Fortin, Northstar Financial Planning
Wicked Pissah Podcast
English - January 31, 2023 15:17 - 47 minutes - 43.1 MB - ★★★★★ - 9 ratingsInvesting Business financialadvisors fpama investmentadvisors Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 139 - Scott Kahan, Financial Asset Management Corporation
Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women and couples successfully navigate life transitions while cultivating financial security and well-being. She specializes in wealth psychology and the neuroscience of financial decision making. Stay tuned to hear about her journey and how interpersonal neurobiology integrates with the profession of financial planning.
Her Award Winning Paper:
Her LinkedIn: