Ep #83 | Groom The Next Generation

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Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, has been practicing financial planning for more than 20 years. At the age of 23, she married her entrepreneurial spirit and desire for helping others and started her own business. Julia’s passion has always been about helping people win with money by leading with education. She loves to help others by inspiring them to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, Fit Money, 7 Steps to get your Financial Life in Shape. In the book, she shares her personal experience of losing weight and getting in the best shape of her life and teaches how those same strategies can be used to become financially strong.

Today, her dream to serve her community and become a financial advisor has turned into so much more.  Financial Freedom Wealth Management Group has grown to a staff of 12 and has 5 locations throughout Oregon and SW Washington. Julia is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners. Julia works from the beautiful coastal town of Newport, Oregon where she resides with her husband and their three children.