Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Julia Carlson
Title
Finance Expert
Bio
Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group LLC, has been practicing financial planning for more than 20 years. At the age of 23, she married her entrepreneurial spirit to her desire to help others and started her own business.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
