Julie Dellisant-Flugel, is a Certified Financial Planner™ and a Certified Divorce Financial Analyst™. She guides her clients with warmth and practicality through the full spectrum of financial planning, including asset accumulation, retirement income, education planning, legacy strategy and asset protection.
With her help, individuals and families navigate life’s financial decisions with clarity and confidence.
Her role as a Certified Divorce Financial Analyst™ allows her to collaborate with legal and tax professionals to help clients understand the financial implications of divorce, a specialty she often provides for women navigating finances independently for the first time.
This Year’s Focus: Helping women confidently navigate divorce by building financial independence for life’s next chapter.
“I really enjoy spending time educating students and adults about financial literacy. It’s so important to help our young people and adults understand the impact they can have on their own lives and futures by making good financial decisions,” says Dellisant-Flugel.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs, which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. Janney Montgomery Scott LLC. Member FINRA, NYSE, SIPC
Vestra Financial Partners
333 3rd Ave N., Suite 300B, St. Petersburg
(727) 214-2492
jflugel@janney.com
