Julie Shickel, CFP®

Director of Financial Planning

Phone: 267-242-4206
Fax: 877-821-4721
E-mail: Julie@PhilaFinancial.com

Julie Shickel has provided comprehensive financial planning and wealth management services to her clients for over ten years.  As a fee-based financial planner, Julie is dedicated to helping individuals, families, and businesses achieve their goals. 

Julie is a CERTIFIED FINANCIAL PLANNER™ which requires her to meet rigorous professional standards, and to adhere to a code of ethics and the highest principals when working with clients.  CFP® designees must meet education, examination, experience, and ethics requirements in order to attain and maintain the use of the certification.  In addition, she has also attained Certification in Long Term Care planning and is an Investment Advisor Representative. 

Since graduating from The University of Pennsylvania in 1997, Julie dedicated two years of her career hiring and training associate advisors at Prudential.  During these years, she mentored others and helped them develop their own planning practices.  The majority of Julie’s career has been spent guiding and coaching families to help reach financial goals. Julie is committed to delivering sound advice, gleaned from her years of experience and continuing education. 

Julie is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.  She resides in Allentown, Pennsylvania with her husband Thomas and their daughter Paige.  Julie and her family enjoy world travel, cruising, and cooking.