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Julie Mong

Retirement Planner

Julie considers herself more than a retirement planner. She’s a relationship builder. And the relationships she builds with her clients are critical to achieving their financial goals, fostering trust and a deeper understanding of their goals.

Formerly a Sales Manager at AIG and Prudential, Julie joined Golden Reserve for the unique opportunity to help people live their retirement to its fullest. Known for her determination and work ethic, she brings the same tireless passion for helping others to her Golden Reserve clients.

Julie holds a Bachelors in Accounting from Kent State and a Masters in Accounting from University of Phoenix.

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