Julie A Heath
Wealth Management Advisor
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Julie Heath is a CPA, CFP® and licensed financial advisor practicing in the Loomis area. She started her career working with both public and private industry sectors allowing her to offer a full range of accounting and financial planning services.
She offers financial advise in a confidential and unbiased environment allowing her clients to make decisions best suited for their individual life goals. She has her Series 7 and 63 licenses; and is a registered representative.
She has a Master of Business Administration in Taxation and a Bachelor of Arts in Business Economics and is an active member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
She has expertise in sales, property, income, state and international taxes as well as tax planning issues and SOX compliance.
Outside of accounting she is also an active member of the Loomis community serving on several boards and is a fan of the local Del Oro Football team.