graduate: Faculty
- Title:
- Adjunct Professor, Financial Planning
- Campus:
- San Francisco
415-442-6500
- julie@astifinancial.com
EDUCATION
-
Certified Financial Plannerâ„¢
-
Graduate Certificate (personal financial planning), University of California Berkeley
-
BS (finance, banking and real estate), San Francisco State University
-
California Life and Health Insurance License
PROFESSIONAL AND TEACHING EXPERIENCE
- Asti Financial Management, LLC.
Founder and Principal
- Van Wagoner Capital Management
Managing Director
- mPower.com, Inc.
Vice President
- Barclays Global Investors
Business Development/Client Relations, Individual Investors Group
Portfolio Manager, Advanced Strategies Group
- Continental Capital Financial Group, Inc.
Director, Regional Sales & Marketing
PROFESSIONAL ASSOCIATIONS
-
Board of Directors – President, Financial Planning Association of San Francisco
-
Vice President, BNI Berkeley Chapter