Julie Fortin, CFP®
Before beginning her career in financial planning, Julie served for 15 years in roles at investment bank Brown Brothers Harriman and investment manager Wellington Management Company in Boston. Prior to joining Northstar, Julie was Assistant Advisor at a wealth management firm in NH where she discovered a passion for helping people reach their life goals.
Julie provides fee-only personal wealth management services for Northstar clients. Her current focus is wealth psychology and the neuroscience behind financial decisions and behavior. Clients are empowered when they have a better understanding of their mindset around money which enables them to not only reach their financial goals, but also experience financial well-being.
A lifelong learner, Julie holds a Masters in Finance degree from Suffolk University and a Bachelor of Science in Business Management from Westfield State University.
Julie is a CERTIFIED FINANCIAL PLANNER™ practitioner. She supports her professional interests as a member of the Financial Planning Association and Financial Therapy Association. Julie is also a member of the Financial Psychology Institute™, where she currently works with Brad and Ted Klontz on specialized training in financial behavior.
Julie lives in Hampstead, NH where she enjoys family time with her husband and three children as well as running road races and practicing yoga.