Cal State Fullerton Alumni
Has her real estate & notary licenses
Was a home loan consultant for 12 years
Will video conference with clients to make it easier
Julie Foong has built her career on helping people find the right path to their goals. She was previously a home loan consultant for twelve years, helping clients figure out the best way to fund their down payment. That experience paved her way to the financial industry and Trilogy Financial. She now utilizes creativity and logical reasoning to recommend products that make sense to her clients while also becoming efficient in the use of life insurance and managed investments that help her clients address their goals.
With a decade of experience in the financial industry, Julie has developed a service-oriented mentality that motivates her to meet her clients’ needs. That service mentality also appears in other aspects of her life, such as her membership in Business Network International, as well as participating in the PTA’s of her children’s middle school and high school.
Julie has a Bachelor of Arts degree in Business Management from California State University at Fullerton. She is an Investment Advisor Representative with Trilogy Capital, Inc. in which she holds her Series 65 Registration. She also holds her Series 6 and 63 Registrations with LPL Financial. Additionally, she holds her Life Insurance and Real Estate Licenses, and is a notary.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.