About Julie

I have more than twenty five years of experience in the investment industry and I hold the Chartered Financial Analyst (CFA) designation. I’ve worked in small investment advisory firms and a publicly traded insurance company. I’ve managed an international bond mutual fund, and the fixed income portfolio for the insurance company. I developed and grew an investment advisory firm within the larger publicly traded company, providing financial planning and investment management to individuals. I, and my team, selected the mutual funds to be used on the retirement plan platform for the retirement plan subsidiary, and I managed the annuity business line for the same company.

In April 2015, at the age of 51, I was able to retire from my career, having met my savings goals. That achievement was the product of being a serious saver, not an all star investor. I’ve started a blog about saving and investing, and I’m writing a book on the same topic. SeSo stands for “Save Early, Save Often”.

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