Julie Shen, AIF
Ms. Shen brings a wealth of experience and knowledge to her role as a financial advisor, her diverse background and training enables her to help clients address their long-term financial goals through comprehensive, individualized financial planning. Julie was a Designated Supervisor at Voya Financial Advisors, Inc. (formally known as ING Financial Partners). She believes that personalized services are essential when matching clients with the right financial security products and services. Ms. Shen works closely with individuals and businesses to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning.
Ms. Shen currently holds FINRA Series 7, 66 and 24 securities registrations with Independent Financial Group, LLC and has initiated coursework to obtain her certification as a financial planner (CFP®). In addition, she is licensed with the state of California and Arizona to offer both life & health insurance, CA Insurance License No. 0I35341.
Ms. Shen received her B.S from California State Polytechnic University Pomona majored in Finance, Real Estate and Law. She is fluent in Mandarin Chinese and English. Julie and her family currently resides in Arcadia, CA.