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portrait of Julie Scheffer
FINANCIAL ADVISOR

Julie Scheffer

ABFP™, AAMS™
5760 W 120th Ave, Suite 200, Broomfield, CO 80020opens in a new window
Accepting New Clients
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About Julie

My office serves a select group of families for whom we manage their financial assets, so they can focus on areas of their life that give them joy, meaning, and purpose. My practice includes corporate executives, entrepreneurs, business professionals and multi-generational families, who have all accumulated some wealth, yet need help in developing a comprehensive financial strategy that will help them to enjoy a comfortable retirement, approach a major life transition with confidence, or serve future generations and leave a lasting legacy.

I began my Edward Jones career in 2018 as a financial advisor in Colorado and received the firm's coveted...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Texas-AustinMaster of Business Admin
  • Colorado State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Baking
  • Wine Collecting/Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(720) 389-7386

Fax

(877) 556-4432

Office Address

5760 W 120th Ave
Suite 200
Broomfield, CO 80020opens in a new window

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