The Pacific Financial Group, Inc.
Julie Mochan has a diverse and extensive professional background, with experience in various industries ranging from finance to entertainment. Currently holding executive positions at The Pacific Financial Group, Inc. and RiskPro® by ProTools, LLC, Julie has introduced innovative solutions and insights to change the way advisors do business. With a history of relationship management and problem-solving, Julie's career has been marked by a commitment to delivering exceptional results.
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The Pacific Financial Group, Inc.
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. Based in Bellevue, Washington, TPFG has developed strong and rapidly growing national relationships with broker dealers, advisors and clients across the country. As an active money manager, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic, WealthTech firm that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients. FOR SOCIAL MEDIA GUIDELINES AND DISCLOSURES https://www.tpfg.com/social-media-guidelines-and-disclosures