Professional

I joined Northwestern Mutual as a Financial Advisor in 2014 and began my career in the San Francisco office. I gained valuable experience working with seasoned Advisors and began deepening my studies in Financial Planning. Four years later, I moved back to my hometown of Sacramento to grow and expand as well as be closer to family, while continuing to work with my current clients. Now working out of the Sacramento office, I am fine-tuning my skill set and continue to be a student of Financial Planning to make sure I can be a resource for young families, professional women and those looking forward to retirement within 5 years. In 2019, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In 2020, I earned my Chartered Financial Consultant® (ChFC®) designation. I will continue to grow and learn in 2021. Please reach out if I can be helpful!

Please see below my education:

  • The American College of Financial Planning (2016-Current)
  • Designations earned through The American College: CFP®, ChFC®
  • Life & Health Insurance Licenses, Series 6 and 63 (2014) Series 7 (2020)
  • Bachelor of Arts, French Studies at University of Nevada, Reno (2006-2010)
  • Study Abroad / University of Pau and Adour Countries (2008-2009)

Education

Degree Major Institution
Bachelor's Degree Liberal Arts University of Nevada, Reno

Julie Hassna, CFP®, ChFC®

Financial Advisor

 

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