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    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

    Get to Know Julie

    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.

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    Meet Julie’s Team
    Scroll through to see each of the Advisors
    Vice President of Wealth Management
    Perry J. Johnson III, AIF®
    Senior Vice President of Wealth Management
    Jeffrey Hackbarth, CFP®

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    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.

    Call Us To Get Started. (844) 356-4934