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CFS* Wealth Advisor

Julie Nix, AIF®, CRPC®

Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.

Email Julie 707-576-5040

About Julie

With past experience working as a licensed banker and financial advisor, Julie Nix is passionate about helping Members see the big picture when it comes to financial planning and goal setting.

As a financial advisor for Redwood Credit Union, Julie has proven to go above and beyond. She has received a Pacesetter Award from CUSO Financial Services, L.P. (CFS) every year since 2017. She has also been recognized as RCU Employee of the Month and won the Petaluma’s Choice Award – Best Financial Planner/Investment Advisor in 2022.**

Julie believes in the importance of educating her Members about different investment options while also listening to their concerns. She understands investing can be confusing or overwhelming at times, which is why she’s dedicated to explaining solutions in detail to her clients.

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

gold-medal

Pacesetter Gold- 2018, 2019, 2020, 2021
silver-medal

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

Dogs

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 Nix

Schedule Appointment

Featured Articles

Check out our most recent investment articles or click the link below to read past articles.

Market Report
Quarter 3 Market Recap
Read More
Retirement
Retirement Savings in a Volatile Market
Read More
Investments
Consider a Bond Ladder for Rising Interest Rates
Read More

  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    **The People’s Choice award is a community voting poll. The People’s Choice best award is determined by the most votes received and not indicative of an individual’s performance nor should it be construed as a recommendation or endorsement.

    FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758
    State Securities Licenses: AL, AZ, CA, CO, HI, ID, KS, KY, MA, MN, NV, NC, OK, OR, PA, TX, UT, WA, WV, WI

    SEC Marketing Disclosure.

Appointment with Julie Nix

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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