With work experience over 15 years, this professional is now working at Investors Capital Management, Inc which is based in 403 as a Partner and Financial Planner. Julie received his education from 1979 to 1983 at the University of Notre Dame. they speak English fluently. This expert lives in San Jose, California. To contact directly with Julie, you can look for their phone number or e-mail address or receive full info by requesting access to Julie Ann Schatz's additional details on this website.
Name variants:
Julia Schatz,
Julianne Schatz,
Juliet Schatz
Last updated May 29, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ju**@feesonly.com, ps**@pacbell.net, js**@dexelec.com
Location
San Jose, CA
Workplace
Partner and Financial Planner
Darien, CT
Industry
Financial Services, Investment Advisory Service, Investment Advice, Financial Advisory Services
Colleagues
Work History
Partner and Financial Planner
30 Old Kings Hwy, Darien, CT 06820
At ICM we offer Fee-Only Financial Planning and Investment Advice. We do not sell any products which is probably better for our clients.
from Aug 1, 2002
Education
Sep 1, 1979 — Jun 1, 1983
Occupations
Financial Broker
Financial Planner
Executive
Partner
Financial Management Analyst
Financial Services Sales Agent
Chief Executive
Skills
Investments
Asset Allocation
Financial Advisory
Wealth Management
Strategic Financial Planning
Investment Management
Investment Advisory
Retirement
Estate Planning
Strategic Planning
Portfolio Management
Retirement Planning
Financial Goals
Personal Financial Planning
Asset Managment
Financial Analysis
Investment Strategies
Personal Finance