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Julina ogilvie,CIMA®, CPWA®, CEPA®

Wealth Advisor, Speaker, Podcast Host, Author

Julina ogilvie,CIMA®, CPWA®, CEPA®

Wealth Advisor, Speaker, Podcast Host, Author

About Julina

Julina Ogilvie is a passionate advocate for financial literacy with a mission to empower women to take control of their financial futures. As the host of the Women on Wealth podcast, she provides practical guidance and engaging conversations that help women build confidence and clarity around their finances.

In 2024, Julina released her debut book, Money Confident Girls, a nationally recognized and award-nominated guide for parents raising financially empowered daughters. The book was named a finalist in the National Indie Excellence Awards and earned a 5-star review from Readers’ Favorite.

Julina manages wealth for high-net-worth individuals and families at Principle Wealth. Prior to joining the firm she held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors.

Julina currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Woman's Club and sits on the Board of the River House Adult Day Center. She resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She is an avid skier and triathlete whom qualified for the Ironman World Championship in 2024.

Julina ogilvie,CIMA®, CPWA®, CEPA®

Julina ogilvie,CIMA®, CPWA®, CEPA®

About Julina

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Julina ogilvie,CIMA®, CPWA®, CEPA®

Julina ogilvie,CIMA®, CPWA®, CEPA®

About Julina

education & certifications

education & certifications

education & certifications

featured in

education & certifications

education & certifications

Learn More About Principle Wealth

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