About us


Julie joined Northwestern Mutual as a Financial Advisor in 2014 and began her career in the San Francisco office. She gained valuable experience working with seasoned Advisors and began deepening her studies in Financial Planning. Four years later, Julie moved back to her hometown of Sacramento to grow and expand her client base within Sacramento, while continuing to work with her current clients. Now working out of the Sacramento office, Julie has fine-tuned her ability as a Financial Advisor. In 2019, Julie completed the final requirements in order to sit for the CFP exam, studied for and ultimately passed her Certified Financial Planner exam. Now in 2020, Julie is a looking forward to continuing to learn, serve her clients and community.

Please see Julie's education listed below, and reach out if you'd like to learn more about her practice.

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


In her spare time, Julie enjoys spending time with her friends and family, volunteering in her community and training for marathons. She lives with her significant other Matt in downtown Sacramento and enjoys trying all the new bars and restaurants. As a member of the Sacramento Women's Active 20/30 group, and member of Northwestern Mutual's Philanthropy Committee, giving back plays a big role in Julie's life.

Studio photo
Behind the scenes at Good Day Sacramento (left Julie Hassna, right Paige Buchanan)


Julie Hassna, CFP®, ChFC®

Financial Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck