Julia L Pitkin Shantz, CFP®, CLU®, CAP®, CASL®, RICP®

Financial Advisor

  • Office 301-217-6456
  • Mobile 703-505-7731

Professional

First we plan. What are your short, medium, and long-term goals?

Where are you right now? What actions are you taking today to make progress on those goals?

Working backward, we determine what it will take for you to achieve your goals. When we review your personal planning analysis, we will suggest steps to take to improve the probability that you will reach your goals.

We work with your financial and legal advisors, business associates, and your family to ensure your entire team aligns around your implementation plan. Each year, we review and update your goals and progress, adjusting as needed.

Why work with me?

  • You come first - always!
  • Knowledge and creativity - a lifelong learner with a breadth of experience from working with retirement plans, businesses, and wealthy families allows me to craft recommendations using the best tools for your circumstances.
  • Authenticity - I am direct and honest.
  • Strength - Northwestern Mutual leads the financial services industry in providing value for our owners, who are our policyholders.

Education

Degree Major Institution
BA Economics University of Michigan
MBA Business George Washington University
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck