Julie Chan-O’Rourke, CFP®

Wealth Advisor

Redwood Shores, California

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Julie finds joy in helping her clients achieve their financial goals by providing education and guidance, and being a partner through their journey. Her most fundamental advice to them is to expect the best, but plan for the worst.
Julie’s prior responsibilities included management roles at U.S. Bank, City National Bank and Bank of America.
Julie graduated from Golden Gate University, earning her MBA with a concentration in Finance. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
Beyond the world of finance, she enjoys traveling, trying new cuisine and restaurants, cooking, and being out in nature while hiking or camping. Julie is delighted to share those experiences with her husband and Dexter, her 6-pound Papillon dog.