Juliet A. Hendrickson, ESQ.
As an Advanced Planning Group senior attorney, Julie is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement, charitable, and tax-planning strategies for high-net-worth clients. She is a frequent participant in specialized educational and training programs for financial professionals.
Julie has more than 15 years of experience providing tax planning consultation to financial professionals. Previously, Julie was senior attorney, Advanced Markets, for ING Advisors Network. Prior to ING, she was an advanced marketing consultant in the Variable Annuities Division of Pacific Life Insurance Company, where she provided consultation to financial professionals on technical issues involving IRAs and qualified retirement plans, estate planning and annuities.
Education and Registrations
Julie earned her bachelor’s degree from the University of California, Los Angeles (UCLA), and her law degree from the Catholic University of America Columbus School of Law in Washington, D.C. In addition, she holds a California Life, Accident, and Health Insurance Agent license, as well as Series 6, 7 and 63 securities registrations. Julie currently serves on the CFP Board’s Business Model Council. She is licensed to practice law in the state of California.