Julie Shen, AIF®, is a dedicated financial advisor based in the San Gabriel Valley, California, with a client-first approach to comprehensive financial planning. Drawing on her diverse background and extensive experience, Julie helps individuals and businesses achieve long-term financial goals through customized strategies in asset allocation, retirement planning, college funding, and succession planning.
Julie is known for her commitment to personalized service—matching clients with financial solutions tailored to their unique needs.
She holds FINRA Series 7, 66, and 24 registrations with Independent Financial Group, LLC, and is licensed to offer life and health insurance in California (License No. 0I35341) and several other states. Julie earned a B.S. in Finance, Real Estate, and Law from California State Polytechnic University, Pomona.
Fluent in both Mandarin Chinese and English, she serves a diverse clientele. Julie lives in Pasadena with her family and enjoys outdoor activities and supporting community initiatives, reflecting her dedication to both personal and professional growth.