Julie Roth CFP®, AIF®, CIMA®

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, and a Certified Investment Management Analyst®.

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 serves as Trustee, Treasurer, and the Investment Committee Chair for the Naval Postgraduate School Foundation in Monterey and as the Treasurer of the Rotary Club of Pacific Grove.

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.