Julia Carlson

Julia Carlson is the founder and CEO of Financial Freedom Wealth Management Group, LLC, with over 25 years of experience in financial planning, specializing in retirement planning. Additionally, Julia serves as a book author for "Money Loves You," aimed at transforming individuals' relationships with money. As a registered representative and investment advisor representative for LPL Financial, Julia holds several securities registrations. Formerly a National SmartVestor Pro for Dave Ramsey for 13 years, Julia also established Carlson Wealth Management Group, LLC. before rebranding to Financial Freedom Wealth Management Group in 2013. Julia's professional journey began as a registered investment assistant at West Coast Bank. Julia earned an Associate's Degree in General Studies from Oregon Coast Community College.