Julie Chan-O’Rourke, CFP®

Wealth Advisor

Redwood Shores, California

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Julie helps clients pursue financial goals through clear guidance and ongoing education. She partners with clients through life transitions and encourages preparedness alongside optimism. Her work supports thoughtful planning across retirement, cash flow, and long-term priorities.
Julie brings leadership experience from management roles at large financial institutions. She earned an MBA from Golden Gate University with a concentration in Finance. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
Julie’s approach is warm, organized, and practical. She helps clients understand their options and translates goals into clear, realistic plans. She believes planning is most effective when it is personal, proactive, and easy to follow.
Julie enjoys traveling, cooking, and exploring new restaurants. She also likes hiking and camping with her husband and their Papillon, Dexter.