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Julie Virta, CFP®, CFA, CTFA

Senior Financial Adviser, Vanguard

Julie Virta, CFP®, CFA, CTFA is a senior financial adviser with Vanguard Personal Advisor Services. 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/

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retirement planning

4 Steps to Kickstart a Financial Plan in 2022

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.

January 11, 2022

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Charity

Tax-Efficient Tips for 2021’s Charitable Giving Season

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.

November 14, 2021

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estate planning

4 Reasons Families Fail When Transferring Wealth

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 …

August 29, 2021