Get to know Julie Steppan, CRPC®

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Julie Steppan, CRPC®

Investment Advisor Representative

Julie is passionate about helping people define and achieve their retirement vision through financial planning. Julie holds a bachelor’s degree from Colorado State University and worked for several years as a financial advisor with Merrill Lynch Wealth Management in Bellevue, WA, leveraging her background in corporate finance, mathematics, and Spanish to excel in her field. She is a Certified Retirement Planning Consultant (CRPC®) via the College of Financial Planning and has successfully completed both Series 7 and Series 66 securities exams, in addition to holding life/health insurance licenses.

When Julie is not in the office, she enjoys snowboarding and skiing, spending time outside, and volunteering with Guide Dogs for the Blind.