Julie Johnson, CDFA®
Senior Wealth Advisor

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Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, she was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. In recognition of her commitment to clients and excellence in wealth management, Julie was named to the Forbes Top Best-In-State Women Wealth Advisors list in 2024 and again in 2025. Outside of work, she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.