Julie Bradsher, CFP®

Julie leads BBG Financial Planning as the Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional. She offers comprehensive wealth management to individuals, families and businesses. After joining Bay Business Group, an accounting and tax firm, in 2004 she realized the need among small organizations for effective, affordable and objective financial services, especially as it relates to small business owners. As a result, she started BBG Financial Planning in 2007. Her specialty is providing custom, tax-optimized solutions that look at the entire financial picture.
In addition to holding her CFP® designation, she is a licensed financial advisor, having passed the FINRA Series 7 and FINRA Series 66 licensing exams in 2007 and obtained her insurance licenses in 2009. She also has 25 years of experience in strategic planning and research.
Julie participates on the CFP Board for the examinations committee. She has also served as PTA president at her son’s school for two terms and has served on and chaired numerous committees at her church. Her free time is spent travelling, reading and volunteering.