Julie Nix, AIF®, CRPC®
Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.
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
![]() |
Pacesetter Gold- 2018, 2019, 2020, 2021 |
![]() |
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
Featured Articles
Check out our most recent investment articles or click the link below to read past articles.
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.
Leaving Our Website
You are leaving our website and linking to an alternative website not operated by us. Redwood Credit Union does not endorse or guarantee the products, information, or recommendations provided by third-party vendors or third-party linked sites.