Julia Lindberg is an independent financial advisor with Commonwealth Financial Network. Julia holds an insurance license, enabling her to offer a full complement of financial services for her clients.
Julia graduated in 1997 with a BA in speech communications from the University of Illinois at Urbana-Champaign. She began her career as a financial professional in mutual fund trades processing at Edward Jones Investments, headquartered in St. Louis, Missouri. In 1999, Julia became a financial advisor and relocated to Eugene, Oregon, where she operated an Edward Jones branch for more than 10 years before going independent with Commonwealth Financial Network in 2010. She now specializes in working with women in transition and small business owners.
Julia loves spending time with her husband, Mark; daughter, Annika (15); and son, Joren (10). They love the outdoors and go camping as a family as often as possible all over the great Pacific Northwest. She does much of her volunteer work through her affiliation with First Congregational, U.C.C., in Eugene. She is also entering her 9th year her daughter’s girls scout leader where she enjoys teaching these young women to run their own cookie business each spring.
Julia considers it a tremendous privilege to support her clients in meeting their financial goals, and she receives great satisfaction in seeing those goals come to fruition.
Julia offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.