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CFS* Wealth Advisor

Julie Nix, AIF®, CRPC®

Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.

About Julie

With past experience working as a licensed banker and financial advisor, Julie Nix is passionate about helping Members see the big picture when it comes to financial planning and goal setting.

As a financial advisor for Redwood Credit Union, Julie has proven to go above and beyond. She has received a Pacesetter Award from CUSO Financial Services, L.P. (CFS) every year since 2017. She has also been recognized as RCU Employee of the Month and won the Petaluma’s Choice Award – Best Financial Planner/Investment Advisor in 2022.**

Julie believes in the importance of educating her Members about different investment options while also listening to their concerns. She understands investing can be confusing or overwhelming at times, which is why she’s dedicated to explaining solutions in detail to her clients.

I will help you:


Invest properly

Plan to retire comfortably

Preserve assets

Understand the market

Manage cash flow

Leave a legacy

Education & Awards


San Diego State University, Bachelors

Petaluma People’s Choice Award, 2022

gold-medal

Pacesetter Gold- 2018, 2019, 2020, 2021

silver-medal

Pacesetter Silver- 2017

The Pacesetter awards recognize the top revenue producing advisors at CFS from among hundreds of credit union and bank programs.

Personal Interests


Traveling

Camping & hiking

Outdoors

Spending time with family

Photography

Dogs

ATV off-roading

Cooking

Meet with Julie

"I am passionate about providing guidance and education to help others pursue their goals and feel confident in their financial future. No matter where you are in your journey, I encourage you to schedule an appointment so we can get started, together." - Julie Nix

  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    **The People’s Choice award is a community voting poll. The People’s Choice best award is determined by the most votes received and not indicative of an individual’s performance nor should it be construed as a recommendation or endorsement.

    FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758
    State Securities Licenses: AL, AZ, CA, CO, HI, ID, KS, KY, MA, MN, NV, NC, OK, OR, PA, TX, UT, WA, WV, WI

    SEC Marketing Disclosure.