This month, Business Workspaces sat down with Julia Earle to learn more about her and her business. Earle Wealth Management is a financial planning office utilizing all forms of investment and insurance services.
In Julia’s words, “I listen to what the client is trying to achieve. I then help educate the client as to the various options available to him or her and why or why not they may not work for them, and then we develop a sound, prudent financial plan that helps achieve these goals while committing to on-going reviews to allow for any life changes along the way.”
Julia has 30 years’ experience in the financial services industry and started as a door to door salesperson, selling long term insurance in Lodi, CA. It’s interesting to learn what sets Earle Wealth Management apart from most financial planning firms. Many similar firms do not offer long term insurance plans. In addition to asset protection, Julia believes it’s important to have senior needs discussions with all her clients and their families. Her passion for long term planning derives from her own personal experience with her family but also with other clients.
Julia loves having her business in El Dorado Hills. “I am very happy working locally in the Sacramento region. Taking care of my current clients while allowing for measured growth will always be my main priority.”
Working from Business Workspaces, has been a great location for Earle Wealth Management. Julia recalls, “there was a time where I practically lived in my car due to my commute, so to have my office only 5 minutes away from home now…it was a no brainer.” Julia also credits the professionalism and design of that building as cementing her decision to move here and says, “compared to other shared workspaces that seem to be stark and have a ‘sterile’ feel; Business Workspaces is beautifully decorated and while warm and inviting for my clients, it is a highly productive work environment for my business.”
Julia was born and raised in Sacramento, has been married for 30 years and is a mother of 3. She attended the University of the Pacific Conservatory of Music and graduated with a Bachelor of Arts in music performance from California State University, Sacramento. She enjoys music, travel, golfing, hiking and of course, wine drinking! She plays viola in the Folsom Lake Symphony and is active in her church and community.
To contact Julia and learn more about Earle Wealth Management, visit her website.