Financial Advisors
Austin, TX
Julia Coffey is a CFP® and Certified Exit Planning Advisor® at Edward Jones in Austin, providing comprehensive financial advisory services including retirement planning, college savings strategies, charitable giving, business retirement plans, and estate & legacy planning. With professional certifications and a client-focused approach, Julia helps individuals and business owners develop personalized financial strategies tailored to their specific goals and life events.
Ideal for: Business owners planning exits, Retirees seeking comprehensive planning, Families prioritizing college savings and legacy strategies, High-net-worth individuals managing complex estates
Service area: Austin, TX and surrounding areas
CFP® & CEPA® Certified: Julia holds both Certified Financial Planner and Certified Exit Planning Advisor credentials, demonstrating advanced expertise in comprehensive financial planning and business transition strategies.
Comprehensive Service Range: Offers specialized planning across retirement savings, college funding, charitable giving, business retirement plans, and estate strategies—addressing clients' evolving financial needs throughout life.
Edward Jones Backing: Supported by Edward Jones, a well-established financial services firm with extensive resources and institutional expertise for managing client portfolios and financial planning.
Address: 1211 W 6th St Ste 200, Austin, TX 78703
Phone: (512) 480-8003
Website: edwardjones.com
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