Bill Bockwoldt
Managing Director, Bay Area Office Lead
San Rafael, California
Request introduction
Sourced professional profile
Julie A. Back
Senior Vice President
Meet Julie.
Julie Back is a Seattle financial advisor who emphasizes education and informed decision-making. Working in financial services since 1987, she helps clients understand their finances in terms that suit their comfort level. Her background includes founding advisory firms and serving as a principal at Private Ocean Wealth Management.
View professional sourceBefore your first conversation.
- Areas of focus
- Financial education · Financial planning
- Credentials recorded in sources
- CFP®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Email source checked
- 2026-09-16 · Published in the linked professional biography.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
Make the first conversation count.
01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
Wealthspire
8 listed professionals
Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.
Research before you connect.
Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
Keep exploring
Explore the team More people at Wealthspire.
Blake Barr
Vice President
Seattle, Washington
Request introduction
Eric Bernstein
Managing Director, Advisor
Melville, New York
Request introduction