Julie A. Kern, CPA®, CFP®, CDFA®

I believe that everyone, no matter their situation, needs and deserves sound financial advice. Fortunately, my background—and my enthusiasm—help me to deliver on that goal.

My education and financial background dovetail nicely with my passion for serving people. I’m proud that our client base includes retirees, professionals, and those just starting out on their wealth journey. And I have a special place in my heart for helping women—especially those who are widowed or divorcing—to achieve financial success. (I can relate, because I’m divorced. Read my story here.)

I received both my undergraduate degree in accountancy and my Master of Taxation degree from Arizona State University. I’ve worked in the wealth-management industry since 2001. I’m a Certified Public Accountant, Certified Financial Planner professional, and Certified Divorce Financial Analyst® professional; in fact, I’m the only one I know of, in all of Arizona, with that trifecta of certifications.

After moving to the valley from Denver in 2003, I fell in love with the climate—and the people—and chose to make Arizona my home. When I’m not serving clients, I enjoy spending time with my family, healthy cooking, reading, and Bible study.

Licenses and Designations

  • Certified Public Accountant (CPA)
  • Certified Financial Planner Professional (CFP®)
  • Certified Divorce Financial Analyst Professional (CDFA®)

Professional Affiliations

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