Julia Chung is CEO & Senior Financial Planner at Spring Plans, an objective, comprehensive estate, and financial planning firm. Julia specializes in corporate, family, and cross-border finance.
Julia works closely with clients and their advisory teams to provide the coordinated, holistic advice necessary for long-term financial success. Her more than two decades of experience in investment management, estate planning, insurance, and tax planning provides her with practical expertise to guide clients through the chaos to create pathways of achievement.
Julia holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), and Trust and Estate Practitioner (TEP) designations. A committed, lifelong student, she expects to continue her education indefinitely.