JULIA FARAG, CFP®

As a Certified Financial Planner ™ at Cetera Investors, I am fortunate to help women in transition—especially those who are post-divorce or navigating widowhood—gain clarity, confidence, and control over their financial lives.

I discovered financial planning during my own divorce. As a former Executive Director of a major non-profit, I had proven myself as a capable leader, yet I realized I had neglected my personal financial literacy. Suddenly, I was faced with understanding the financial health of my future—and that of my two daughters. As I educated myself and sought out guidance, I realized this was more than survival. It was a calling. I wanted to empower women, like me, who are left to piece together their financial future, and to help them build knowledge, independence, and security.

Today, I bring both technical expertise and personal empathy to every client relationship. I seek a deep understanding of the future my clients envision and the experiences that have shaped who they are. Together, we design personalized financial strategies that seek to provide confidence, stability, and security during life’s most challenging seasons.

When I’m not working with clients, I can be found either at the beach with my daughters, at happy hour with girlfriends, or training for an outrigger canoe race with Kai Elua Outrigger Canoe Club. Our dog, Toby, is often in tow!