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.