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Julie A Wallace, Financial Advisor serving the Petaluma, CA area - Ameriprise Advisors

Julie A Wallace

Financial Advisor

North Harbor Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Investments

Awards & recognition

  • North Harbor Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2026

Interests

I love to Fly Fish and Kayak. I love to travel the world and have been to 15 different countries.

My photos

2 albums
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Julie A Wallace may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0B91996

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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