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Julie Heath CPA CFP^®
3485 Taylor Road
Loomis, CA 95650
Tel 916-652-1379
Fax 916-652-9228
Email jaheath@heathcpa.net

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Julie A Heath and GWN Securities, Inc. are separate companies.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

© 2025 Julie Heath | CPA CFP® All rights reserved.