A Parents Roadmap For Investing - From The Author & Host Of Money Confident Girls

Guest


Julina Ogilvie, CIMA, CPWA, CEPA


Partner | Wealth Advisor


Principle Wealth


Author & Host


Money Confident Girls Book & Podcast








Firm Website


https://www.principlewealthpartners.com/





Firm AUM


$2.5B





Bio:


Julina manages wealth for high-net-worth individuals and families
in addition to guiding successful advisors through the firm's
succession planning strategy. Prior to joining Principle Wealth
Partners, Julina held executive roles at J.P. Morgan Asset
Management and Lord Abbett & Co. In these roles, she used her
extensive knowledge of the capital markets to educate the
country's top advisors.





Julina is an accomplished speaker and strategist who has
presented wealth management concepts to thousands of financial
professionals and clients. She has been recognized for her
outstanding achievements and serves as a mentor for young women
entering the business. With a passion for financial literacy she
created a podcast, Women On Wealth, to empower women on financial
concepts. Additionally, she authored Money Confident Girls: A
Parents Roadmap to Raising Financially Confident Children (From
Toddlers to Teens), further solidifying her commitment to
fostering financial competence from an early age.





Julina resides in Fairfield, CT with her husband Doug, their
daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She
currently sits on the Ethics Board of the Investments &
Wealth Institute, serves as VP of Finance at the Westport Women's
Club, and sits on the Board of Directors at River House Adult Day
Center. Julina is an avid skier and triathlete whom qualified for
the lronman World Championship in 2024.





Disclaimer:


The information provided is for educational and informational
purposes only and does not constitute investment advice and it
should not be relied on as such. The statements and opinions
expressed in this podcast are those of the author. PWP cannot
guarantee the accuracy or completeness of any statements or data.
For current PWP information, please visit the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching
with PWP’s CRD #290180.