Juli McNeely CFP®, CLU, LUTCF

Juli McNeely CFP®, CLU, LUTCF

CERTIFIED FINANCIAL PLANNERâ„¢

Juli joined McNeely Financial Services in 1996 after working in the banking industry for five years. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals.

Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with NAIFA- National Association of Insurance and Financial Advisors, where she serves as the National Immediate Past President.

Licenses & Credentials:

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Charter Life Underwriter (CLU)
  • Life Underwriters Training Council Fellow (LUTCF)
  • Series 7 and 63 securities registrations through Woodbury Financial.

Juli enjoys travel and spending time with family and friends.