Julie Nagan,
CFP®, ChFC®, CRPC®, RICP®, ADPA® Senior Financial Planning ConsultantWith over 25 years of experience in financial services, Julie helps clients make smart, values-based financial decisions-especially during major life transitions such as divorce, disability, death, business succession and retirement. Julie’s expertise is backed by top industry credentials including CFP®, ChFC®, CRPC®, RICP®, and ADPA®, reflecting a deep commitment to comprehensive and retirement-focused financial planning.
Julie is known for building long-term relationships and is appreciated for her intelligence, compassion, loyalty, and respect. Julie and her team at Clearstone Wealth Advisory of Raymond James are passionate about making a significant different in people’s lives.
Education, Designation, & Licenses
- 2025 – CFP® CERTIFIED FINANCIAL PLANNER®
- 2024 – ChFC® Chartered Financial Consultant®
- 2011 – RICP® Retirement Income Certified Professional
- 2011 – CRPC® Chartered Retirement Planning Counselor®
- 2009 – ADPA® Accredited Domestic Partnership Advisor
- 2025 – Series 63 Uniform Securities State Agent State Law Exam
- 1993 – Series 7 General Representatives Exam
- 2025 – Bachelor of Science (Management)
- 2024 – College of Business and Informational Technology Dean’s List- University of Phoenix
- 2025 – Sigma Beta Delta Honor Society Member – Issued by International Honor Society of Business, Management and Administration. Associated with the University of Phoenix.
Employment History
- 2025 – Raymond James – Kirkland, WA
- 1993-2020 – Morgan Stanley – Bellevue, WA
Affiliations & Community Service
- The MS Society
- Washington Women in Need
- Fare Start
- United States Equestrian Foundation
- Washington State Hunter Jumper Association
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
