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Our Team

Julia J. | Founder | Financial Balance Wealth Management CO

Julia J. Smith

Founder & Wealth Advisor
Gloria | Client Associate | Financial Balance Wealth Management

Gloria Rotner

Client Service Associate
Ryan | Administrative | Financial Balance Wealth Management

Ryan LaRosa

Administrative Specialist
Brooke | Planner | Financial Balance Wealth Management CO

Brooke Martinez

Financial Planner

Office

1800 Jackson Street
Golden CO 80401

Contact Info

720-354-5091
Julia@FinancialBalanceWM.com

     

Get in Touch

Securities, Asset Management and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, IA, NE, NM, OR, RI, TX, WI, WY

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