Julie Knight, CFP® CLTC® CDFA® Profile Photo


A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ practitioner, Julie focuses on serving family financial needs with a multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps define a client’s goals and values and, where appropriate and in the clients' best interest, applies a disciplined process that helps to shape behavior to achieve both short and long-term goals. The resulting recommendations can help families act and move through life with confidence and simplify decision-making in a complex world.

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