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

Colbert Wealth Management


​With over thirty years of experience, the following designations have been achieved in alignment with Julie's commitment to provide clients with innovative, relevant solutions for their personal and  business needs. 

  • CLU® (Chartered Life Underwriter® ) symbolizes continuing growth and commitment to professionalism. By being CLU certified, it represents a level of life insurance expertise that exceeds basic life insurance underwriting requirements, the knowledge to help clients with estate planning needs and the extensive knowledge of solutions addressing the life insurance underwriting needs of business owners & professionals. 

  • ChFC® (Chartered Financial Consultant®) provides financial service professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. It represents a professional having knowledge on tax and retirement planning to special needs advising, wealth management insurance, and more. 

  • RICP® (Retirement Income Certified Professional ®) focuses on those who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals through their nonworking years and manage the many risks they may face. As coordinated planning & better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning. 


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