Every day, Julia’s award-winning team meets with savers who are still stressed about their retirement income, fearing they will run out of money, or people going through transitions like a job change or divorce, who need professional help to set new priorities and financial goals. Designing the right strategy while building relationships is rewarding. It’s 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.
Julia Brufke Wenget, CFP®, ChFC®, MSFS
300 Bridge St., Phoenixville, PA • 610.933.3507 • balaplanningteam.com
