Julia Brufke Wenger, CFP®, ChFC®, MSFS
Everyday Julia’s award-winning team meets with savers that are still stressed about how to take retirement income, fearing they will run out of money, or people going through transition like job change or divorce, who need professional help to set new priorities and financial goals. Designing the right strategy while building relationships is rewarding and why Julia loves being a Certified Financial Planner®. The perfect plan requires understanding each client’s unique circumstances, which are as dynamic as the markets. Julia has shared her planning expertise nationally through speaking engagements and has been published in the Wall Street Journal and the Journal of Financial Planning.
300 Bridge St., Phoenixville, PA | 610.933.3507 | balaplanningteam.com
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