CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Copyright © 2009 Lawrence Financial Planning LLC
Call us now at (813) 961-4930
Who We Are
Located in Florida and serving the Tampa Bay area, Lawrence Financial Planning, LLC, is a fee-only personal financial advisory firm. We provide broad financial and investment planning for a flat fee and receive NO COMMISSIONS from the purchase or sale of products.
Our founder, Julie Lawrence, has more than 22 years of experience in finance and management, handling large budgets, restructuring offices, and overseeing a regional team while at Aetna. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.
Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a wife and mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans. As a successful manager, Julie has worked in both large and small firms, helping to shape and prioritize their goals, forecast their spending, monitor their results and select their benefit programs.
Located in Florida and serving the Tampa Bay area, Lawrence Financial Planning, LLC, is a fee-only personal financial advisory firm. We provide broad financial and investment planning for a flat fee and receive NO COMMISSIONS from the purchase or sale of products.
Our founder, Julie Lawrence, has more than 22 years of experience in finance and management, handling large budgets, restructuring offices, and overseeing a regional team while at Aetna. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.
Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a wife and mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans. As a successful manager, Julie has worked in both large and small firms, helping to shape and prioritize their goals, forecast their spending, monitor their results and select their benefit programs.
Julie is a member of the following organizations:
• Member - The Alliance of Cambridge Advisors (ACA)
• Member - The National Association of Personal Financial Advisors (NAPFA)
• Member - The Carrollwood Service League
• Volunteer - The Spring of Tampa Bay (a shelter for victims of domestic violence)
• Member - The Basic Training Committee, NAPFA
She has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. Julie has also been interviewed by Channel 13 FOX News.
Julie has lived in Florida since 1977. She is married with three children. In her spare time she practices yoga, fishes, and goes kayaking.
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