Juliet Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group with more than 17 years of experience providing tax planning consultation to financial professionals. She provides specialized advice and support for Pacific Capital Investments and their clients on a myriad of tax issues in the area of wealth transfer, retirement, charitable, and tax-planning strategies. She is passionate about helping financial advisors plan for their clients’ well-being. She also enjoys staying up-to-date with the ever-changing estate, retirement, and tax planning arenas. She continues to participate in specialized educational and training programs for financial professionals.
Previously, Julie was senior attorney, Advanced Markets, for ING Advisors Network, and was an advanced marketing consultant in the Variable Annuities Division of Pacific Life Insurance Company. During her time at Pacific Life, she provided consultation to financial professionals on technical issues involving IRAs and qualified retirement plans, estate planning, and annuities.
Julie holds FINRA Series 6, 7, and 63 securities registrations. She earned her bachelor’s degree from UCLA and her law degree from the Catholic University of America Columbus School of Law. She is licensed to practice law in California and currently serves on the CFP Board’s Business Model Council.
Outside of the office, Julie enjoys spending time with her family and friends. She can often be found cheering on her children at one of their sports games or other activity, or volunteering at her children’s school and its affiliated education foundation.