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CFS* Wealth Advisor

Julie Lynch, AIF®, CRPC®

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

Email Julie 707-576-5040

About Julie

Julie Lynch is an experienced wealth advisor, providing financial planning, investment management, and retirement advice. Since 2014, she has served as a CFS* wealth advisor at Redwood Credit Union, helping individuals and families achieve their financial goals.

Through her client-centered approach, Julie takes the time to understand her clients’ unique financial situation and goals, creating customized plans tailored to their needs. Her commitment extends beyond the every day, as she is dedicated to staying up to date on the latest trends and best practices in financial planning. In addition to her community involvement at the Redwood Empire Food Bank and Leadership Petaluma, Julie has won several awards and recognitions, including multiple Pacesetter Awards and a People’s Choice Award for Best Financial Planner/Investment Advisor in 2022.**

Julie understands investing can be intimidating at times. As your wealth advisor, she will listen to your concerns and take the time to explain financial solutions to you in detail.

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, 2022, 2023
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

Reading

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 Lynch

Email Julie 707-576-5040

Featured Articles

Check out our most recent investment articles or click the link below to read past articles.

Market Report
Quarter 3 Market Recap
Read More
Retirement
Retirement Savings in a Volatile Market
Read More
Investments
Consider a Bond Ladder for Rising Interest Rates
Read More

  • *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.

    **Petaluma People’s Choice awards are a community voting poll established by the Petaluma Argus Courier that is determined by the most votes received and not indicative of a program, nor should it be construed as a recommendation. Inclusion on the list should not be construed as an endorsement by the Petaluma Argus Courier. Wealth Advisors and/or their firms do not pay a fee to be considered or placed on the final list. In addition, the award is not indicative of the wealth manager’s future performance. Working with an award winning wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Ratings based on votes collected between February and April 2022 and Ratings given in May 2022.

    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758

    SEC Marketing Disclosure.

Appointment with Julie Nix

PPP Forgiveness Application Deadline

Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:

  • PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
  • RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
  • Your correct deadline will be reflected in your online banking account.

If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.

 

 

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