Julie Johnson, CDFA®
Senior Wealth Advisor

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Julie Johnson is a Senior Wealth Advisor at Beacon Pointe, where she serves as a trusted partner to her clients, guiding them through all aspects of their financial lives. With a comprehensive approach that includes estate planning, financial planning, tax strategy, and retirement planning, Julie is committed to helping individuals and families navigate every stage of life with clarity and confidence.

As a Certified Divorce Financial Analyst® (CDFA®), Julie brings a unique depth of expertise to clients experiencing major life transitions, particularly divorce, helping them make informed decisions during emotionally and financially complex times.

Julie joined Beacon Pointe in 2010 and is a founding member of the firm’s Women’s Advisory Institute (WAI), a pioneering initiative focused on empowering women through financial education and planning. She is also the co-author of the international best-selling book Your Dollars, Our Sense, which offers straightforward, practical financial advice for readers at all life stages.

Recognized for her leadership and excellence in wealth management, Julie was named to the Forbes Top Best-in-State Women Wealth Advisors list in both 2024 and 2025.

Julie earned her Bachelor of Science degree in Marketing from San Diego State University. She lives in Ladera Ranch, California, with her husband and two children. Outside of work, she enjoys playing golf, staying active on her Peloton, and spending quality time with her family and pets, and she is a blue belt in Taekwondo.