Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, started this business after working in the investment department at a bank in Oregon, where she found her passion as a wealth advisor. In 2000, Julia was recruited by a financial services company out of Portland to open an office in Newport. She saw this as a chance to do what she loves and be her own boss.
Julia’s passion has always been about helping people understand and win with money. She loves inspiring action, coaching disciplined strategies and empowering others to pursue abundance in all aspects of their lives. In 2007, Julia found Dave Ramsey and followed his principles about money. It changed the way she helped families and aligned with her philosophy. In 2008, her business began to expand as she became what is now known as SmartVestor Pro. Today, her dream to serve her community and become a financial advisor has turned into so much more.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.