Julie Hetland
CFP®, CLU®, ChFC®, CASL®
Partner, Wealth Management Advisor
Julie is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor.
Since earning her B.A. in finance and economics from Bethel University in 2001, Julie has built her financial planning practice on two pillars: her technical expertise and ability to connect people with resources to improve their financial lives.
For Julie, educating her clients is paramount. She considers it a great honor to guide clients in making decisions for their plan through both the celebratory and difficult seasons of life.
Julie and her husband, Jason, reside in Plymouth and love being involved in their community. Together, they aim to make an impact through various outreach activities and events.
Get to know Julie
In her spare time, Julie enjoys running, playing ball with her kids, gardening, volleyball, yoga, and watching Hallmark.
Julie and Jason are the proud parents of four kids: Roman, Dominic, Carter, and Sadie.
Questions & Answers
CFP® certification is the standard of excellence for the financial planning profession. All CFP® professionals commit to CFP Board that they will comply with CFP Board’s Code of Ethics and Standards of Conduct. This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future. CFP® Certification: The Standard of Excellence in Financial Planning | CFP Board
The College at a Glance | The American College of Financial Services
* Chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning.
* Chartered Financial Consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience awarded by The American College of Financial Services.
The ChFC designation signifies that a financial professional has met rigorous educational, ethical, and experience standards, demonstrating their expertise in providing comprehensive financial planning services to clients.
*Chartered Advisor for Senior Living (CASL) is a professional designation for individuals who help clients near and in retirement achieve financial security. A CASL certification is often held by financial advisors who have demonstrated a commitment to helping clients who are middle-aged and older achieve and preserve financial security through wealth management, wealth preservation, and wealth transfer planning.
Hiking
Minnesota North Shore or Yosemite Falls