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Julie A. Kern, CPA®, CFP®, CDFA®

Julie A. Kern, CPA®, CFP®, CDFA®

Founder

Julie's Story

Julie is a Certified Public Accountant, Certified Financial Planner™ professional, and Certified Divorce Financial Analyst® professional. She has worked in the wealth management industry since 2002, holding various roles. Julie has a special passion for and specializes in helping women achieve financial success, particularly women who are widowed or divorcing.

Julie received both her undergraduate degree in accountancy and her Master of Taxation degree from Arizona State University. After moving to the valley from Denver in 2003, she fell in love with the climate. In her spare time, Julie enjoys hiking, healthy cooking, Bible study, and other reading.

 

Licenses and Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Certified Divorce Financial Analyst® Professional
  • Advanced Divorce Financial Analyst (ADFA™)

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Arizona Society of CPAs
  • Financial Planning Association
  • Association of Divorce Financial Planners
  • Institute of Divorce Financial Analysts


Hobbies 

  • CrossFit 
  • Reading
  • Spending time with family