Julie Virta, CFP®, CFA, CTFA
Julie Virta, CFP®, CFA, CTFA is a senior financial adviser with Vanguard Personal Advisor Services (opens in new tab). She specializes in creating customized investment and financial planning solutions for her clients and is particularly well-versed on comprehensive wealth management and legacy planning for multi-generational families. A Boston College graduate, Virta has over 25 years of industry experience and is a member of the CFA Society of Philadelphia and Boston College Alumni Association.
Website: https://investor.vanguard.com/advice/financial-advisor/ (opens in new tab)
Latest articles by Julie Virta, CFP®, CFA, CTFA
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Year-End Financial Checklist: Prepare Now, and You’ll Have Time to Adjust
The sooner you figure out where you’re at, the sooner you can jump on making changes without stressing later.
By Julie Virta, CFP®, CFA, CTFA • Published
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Planning to Retire in the Next 3-5 Years? What to Consider Today
retirement As you inch closer to retirement, here are three big-picture things you need to think through to be financially and emotionally prepared.
By Julie Virta, CFP®, CFA, CTFA • Published
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Rising Health Care Costs and the Impact on Soon-to-Be Retirees
retirement planning The time to plan for your health care in retirement is years before you actually retire.
By Julie Virta, CFP®, CFA, CTFA • Published
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Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
estate planning A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
By Julie Virta, CFP®, CFA, CTFA • Published
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4 Steps to Kickstart a Financial Plan in 2022
retirement planning The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
By Julie Virta, CFP®, CFA, CTFA • Published
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Tax-Efficient Tips for 2021’s Charitable Giving Season
Charity With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
By Julie Virta, CFP®, CFA, CTFA • Published
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4 Reasons Families Fail When Transferring Wealth
estate planning Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, keep these four common pitfalls in mind.
By Julie Virta, CFP®, CFA, CTFA • Published