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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 is a passionate advocate for financial literacy, with a special focus on empowering women. She has made significant strides in this mission through her podcast, Women on Wealth, which equips women with essential financial knowledge. In 2024, Julina is taking her commitment a step further by launching her book, Money Confident Girls, a valuable resource for parents seeking financial empowerment for their girls. As an accomplished speaker, Julina has shared her expertise on wealth management with countless individuals and financial professionals, impacting thousands along the way. Her dedication and outstanding achievements have earned her well-deserved recognition, and she has generously served as a mentor to young women embarking on their own journeys in the financial world.

Julina manages wealth for high-net-worth individuals and families at Principle Wealth Partners. 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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