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GW Financial is a fee only Registered Investment Advisor
GW Financial is a fee only Registered Investment Advisor
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Julie Bray, CFP is a Certified Financial Planner™ professional

Julie Anderson Bray, CFP®

President & Wealth Manager

 

Julie is the President and a Client Wealth Manager at GW Financial, Inc.  She joined the Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the Certified Financial Planner™ designation. She and Glenn began succession planning after she passed the exam in early 2012. Julie acquired GWFC in June 2014. She continues to service the firm’s clients, operate the day to day management of the firm and lead the Investment Advisory Panel.

 

She previously worked at Pacific Investment Management Company (PIMCO) with an expertise in the municipal bond arena working with ultra-high net worth families and clients on a global basis. She also worked at Brown Brothers Harriman, in New York, as a Municipal Bond Trader. She served as a Portfolio Manager and Assistant Vice President.

 

Julie earned her Bachelor of Science with a major in economics at Southern Methodist University in Dallas, Texas. She completed her Certificate in Financial Planning through University of California, Irvine.

 

Julie is active in the local chapter of the Financial Planning Association. She is the 2013-2015 Program Committee Chair. Her committee facilitates bringing in quality speakers to educate planners and affiliates on important and relevant planning issues.  Julie also lends her expertise and presents at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993.

 

She also provides financial coaching services for the WomenSageCares Program called Women in Life Transitions. She helps develop individual budgets and money management strategies for women that are experiencing major life transitions. Through debt elimination and financial stabilization, she helps the womenin this program learn the tools needed to move forward from their present situation.

 

Julie and her husband Paul live in Laguna Hills with two kids and two dogs. They enjoy running, swimming and cycling, sometimes all together in triathlons.