Julie Roth CFP®, AIF®

To schedule a 30-minute introductory phone call with Julie please click here: Schedule a call now

 

Julie Roth is a Wealth Manager at Monterey Private Wealth. She is an Accredited Investment Fiduciary® and a CERTIFIED FINANCIAL PLANNER practitioner.

Prior to joining MPW, Julie spent 20 years in the U.S. Air Force and retired as a lieutenant colonel in 2013.  She worked in acquisitions conducting data analysis on newly developed weapons systems, and later in international relations advising senior leaders on military-political affairs. Julie holds an MS in Financial Planning from the University of Georgia, an MA in Organizational Management from the George Washington University, an MS in Applied Statistics from the University of Northern Colorado, and received her BS in Mathematics from the University of Arizona.

Julie is a native of South Dakota and has lived in several places during her military career, but is very happy to call Pacific Grove home.  She enjoys spending time with her husband and son, traveling, golfing, and soaking up the beautiful scenery around the Monterey Bay.