Julie Lynch, AIF®, CRPC®
Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.
About Julie
Julie Lynch is an experienced wealth advisor, providing financial planning, investment management, and retirement advice. Since 2014, she has served as a CFS* wealth advisor at Redwood Credit Union, helping individuals and families achieve their financial goals.
Through her client-centered approach, Julie takes the time to understand her clients’ unique financial situation and goals, creating customized plans tailored to their needs. Her commitment extends beyond the every day, as she is dedicated to staying up to date on the latest trends and best practices in financial planning. In addition to her community involvement at the Redwood Empire Food Bank and Leadership Petaluma, Julie has won several awards and recognitions, including multiple Pacesetter Awards and a People’s Choice Award for Best Financial Planner/Investment Advisor in 2022.**
Julie understands investing can be intimidating at times. As your wealth advisor, she will listen to your concerns and take the time to explain financial solutions to you in detail.
I will help you:
Invest properly
Plan to retire comfortably
Preserve assets
Understand the market
Manage cash flow
Leave a legacy
Education & Awards
San Diego State University, Bachelors
Petaluma People’s Choice Award, 2022
Pacesetter Gold- 2018, 2019, 2020, 2021, 2022, 2023 |
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Pacesetter Silver- 2017 |
The Pacesetter awards recognize the top revenue producing advisors at CFS from among hundreds of credit union and bank programs.
Personal Interests
Traveling
Camping & hiking
Outdoors
Spending time with family
Photography
Reading
ATV off-roading
Cooking
Meet with Julie
"I am passionate about providing guidance and education to help others pursue their goals and feel confident in their financial future. No matter where you are in your journey, I encourage you to schedule an appointment so we can get started, together." - Julie Lynch
Featured articles
Check out our most recent investment articles or click the link below to read past articles.
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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