Julie Virta, CFP®, CFA, CTFA

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/ 

Rising Health Care Costs and the Impact on Soon-to-Be Retirees
A woman pulls money out of a red wallet.
retirement planning

Rising Health Care Costs and the Impact on Soon-to-Be Retirees

The time to plan for your health care in retirement is years before you actually retire.
May 29, 2022
Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
A family gathers to talk.
estate planning

Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’

A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
March 23, 2022
4 Steps to Kickstart a Financial Plan in 2022
A woman does a kickboxing kick on the beach.
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
Tax-Efficient Tips for 2021’s Charitable Giving Season
A pair of hands carefully hold a soft red crocheted heart.
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
4 Reasons Families Fail When Transferring Wealth
A broken piggy bank.
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