Julie Bray, CFP®
Wealth Management for Families Navigating College Costs and Retirement Planning
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Serving Clients Nationwide
Wealth Management for Families Navigating College Costs and Retirement Planning
Areas of Focus
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Family and Money
- Financial Aid Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Saving for College
- Taxes
About Julie Bray, CFP®
I am Julie Bray, CFP®, a dynamic and accomplished financial professional, currently serving as the President and Wealth Manager at GW Financial, Inc. My journey in the world of finance began in December 2010 when I joined Glenn Woody Financial Consultants, Inc. (GWFC). Eager to deepen my expertise, I concurrently pursued the coursework required to sit for the prestigious CERTIFIED FINANCIAL PLANNER™ designation, a goal I achieved in early 2012.Having demonstrated my commitment and aptitude, Glenn and I initiated succession planning, a strategic move that saw me acquire GWFC in June 2014. Since then, I have played a pivotal role in the firm's growth and success. I not only continue to provide dedicated service to the firm's clients but also oversee the day-to-day management and lead the Investment Advisory Panel.
Prior to my role at GWFC, I gained valuable experience at Pacific Investment Management Company (PIMCO), where I specialized in the municipal bond arena, catering to the unique needs of ultra-high net worth families and clients. My journey also included a significant stint at Brown Brothers Harriman in New York, where I served as a Municipal Bond Trader, Portfolio Manager, and Assistant Vice President.
My educational foundation is solid, holding a Bachelor of Science degree in economics from Southern Methodist University in Dallas, Texas. Complementing my academic achievements, I completed my Certificate in Financial Planning through the University of California, Irvine.
Beyond my professional pursuits, I find joy and fulfillment in my family life with my husband Paul, residing in the vibrant community of Reno, Nevada, alongside our three children and two dogs. A passionate advocate for work/life balance, we continually embark on new adventures, whether it's navigating the challenges of parenthood, snowboarding at Mt. Rose, snorkeling in Hawaii, or visiting family in England. As a family, we share a love for golf and pickleball, demonstrating that the pursuit of financial success is harmoniously balanced with the pursuit of a fulfilling and active family life. My commitment to helping families plan for college, retirement, and wealth transfer is not only a professional duty but a personal philosophy reflected in my own approach to life and family.
Professional Designations
- Certified College Funding Specialist (CCFS)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
BBB Accredited Business
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- CFP Board
Primary Location
5470 Kietzke Lane, #300, Reno, NV, 89511
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
This call is your chance to understand us better—ask anything and ensure we're the right fit. Partnering with GW Financial, Inc. means entrusting us with guiding you in shaping your family's future through informed decisions about education funding and retirement.Offers Investment Management
Yes
About GW Financial, Inc.
At GW Financial, Inc., we understand the challenges faced by parents navigating the future of higher education costs for multiple children. Strategically funding these expenses while planning for your own retirement can leave you anxious about the impact on your family's overall financial picture. That's why we strive to guide you effortlessly, supporting you every step of the way with a plan for long-term wealth preservation. Our particular and personalized approach helps ensure that your financial plan aligns seamlessly with your family's aspirations and overall financial well-being.We are an independent Registered Investment Advisor serving families in the Reno-Tahoe area. If you are like many of our clients, you may feel trapped by the high cost of tuition because you make too much money to qualify for need-based financial aid. You may not know about the other strategies available to fund your children's education. We work with you to help gain:
College funding expertise: We develop specialized strategies to help efficiently cover expenses so that attaining a quality education for your children doesn't overload you.
Tax efficiency: Tax planning is integrated into your financial plan to help reduce tax liabilities and enable you to preserve more of your wealth.
Peace of mind: By providing proactive financial planning, we strive to give you the sense of security that comes with feeling confident that your financial future is in capable hands.
Hobbies and Interests
- Family
- Golf
- Pickleball
- Reading
- Snowboarding
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- College Graduates
- College Students
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Parents
- Women Professionals
- Young Families
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