Julie A Colbert, CLU®, ChFC®, RICP®
Wealth Management Advisor

Colbert Wealth Management

Awards & Recognition


  • Chartered Life Underwriter: CLU®
    • The Chartered Life Underwriter® (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
  • Chartered Financial Consultant: ChFC®
    • Advisors with the ChFC® designation must serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.


  • Million Dollar Round Table (MDRT)
    • MDRT's Mission: To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
  • NAIFA Quality Award
    • The NAIFA Quality Award recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients.  Agents who win this award demonstrate professionalism through education and earned designations, a commitment to excellence in service to clients and the industry, and adherence to NAIFA’s Code of Ethics. 


  • Society of Financial Service Professionals
    • Julie is a member of the Society of Financial Service Professionals (FSP) which is a national network of credentialed professionals working in diverse financial disciplines.
    • With their strong commitment to delivering only those financial products and planning services that are in their clients' best interest, the Society's approximately 11,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals -- today, tomorrow, and into the next millennium.
    • The Society's core values are "Relationships, Ethics and Education."  Its mission is to promote professionalism among its members by delivering top-quality continuing education programming, by establishing and rewarding the highest standards of ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals.

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