Julie Bishop, CPFA®

Julie Bishop was raised in Arcadia, California, and graduated from the University of Southern California. As a child, Julie learned the importance of financial planning and retirement savings from her father. One could say “Retirement planning is in Julie's DNA”. Julie's father, Howard Neal, Jr. worked in the Retirement Plan industry for over 50 years and consulted Congress on the legislation known as ERISA. Julie worked with her father during college at National Associates Inc. After college she began a successful career working at Benefit Planning Inc., a retirement consulting firm in Southern California. Julie worked in plan administration, compliance, and with actuaries on Defined Benefit Pension Plans. She worked extensively with plan documents, “custom design” qualified plans, and IRS determinations. Julie knows pension law, regulations, and Department of Labor requirements.

In 1998, she joined a large stock brokerage firm, D.A. Davidson & Co. Julie worked as a Financial Advisor, Trust Officer, and Retirement Plan Administrator. She worked with employers on plan design and operation. She helped individuals with investments. She was a company resource for the Davidson stockbrokers regarding retirement options available to clients. Julie oversaw the administration and investment education for the D.A. Davidson 401(k) Profit Sharing Plan and Employee Stock Ownership Plan. These plans had over 800 participants in seven states. 

In 2004, Julie left the corporate world to focus on her family.  Staying active, Julie worked part-time for an international beauty firm. As a successful Sales Representative and Recruiter, she became an award-winning leader. During 2012 & 2013 Julie was ranked number 2 in team sales for the region, which included Colorado, Wyoming, Eastern Utah, and part of Nebraska. Her team had 400 representatives with sales over $1.2 million.  In 2015 Julie's husband retired from the military and she returned to her passion, working in the financial industry.

Today Julie has a successful career helping families plan for their financial future.  She helps people with Life Insurance, Investments, and Retirement planning.  Julie works with businesses of all sizes consulting on Employer Retirement Plans. Julie is a member of the National Association of Plan Advisors and holds the professional designation of CPFA®, Certified Plan Fiduciary Advisor.  She has knowledge, and experience, and brings value to her clients. She is committed to helping business owners manage their retirement plans.  
 “People need to plan for the future and I can make a positive difference. I help people make sound financial decisions and implement effective retirement solutions.”

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Integrated Financial Wellness LLC, and JWC & JWCA are unaffiliated entities.