Julienne Valois

Advisor

Education & Certifications:

B.A. in Political Science with minors in Scientific Perspectives and Writing

University of California, San Diego

Julienne’s focus is on providing objectivity and clear direction in the midst of numerous financial options. Even in the most complex of financial situations, a long-term financial plan can fit all of the puzzle pieces together to create a clear picture and direct solutions to fit investment and financial planning goals. Julienne wishes to leave a legacy of clients with goals well met and dreams achieved through a long-term client-advisor relationship.  Julienne transitioned into the personal financial industry in 2014 after 12 years in the business sector and 7 years in ministry. She enjoys spending time dancing West Coast Swing with her husband, Bill, mentoring young women, and cheering on her kids Aubrey, 9 and Cole, 7 and their “adopted family member” Brianna, in their various academic and athletic endeavors.


“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean

 

In the Community

Local Connections, Camas/Washougal

Member, Women Entrepreneur’s Organization

Member, Alpha Kappa Psi Business Fraternity Alumni Association

Member, Tri Delta Alumni Association

Recommended Reading:

Simple Wealth, Inevitable Wealth by Nick Murray