Broker Check

Julia Brufke Wenger CFP®, ChFC®

Fierce Finances for Females Event

Join me as I host an evening of financial empowerment for females.

Tracy Davidson of NBC Philadelphia along with Author and Time Management Expert Laura Vanderkam will keynote the evening.

Attendees will have the opportunity to hear from a panel of women living their dreams and select 3 breakout sessions from a list of 12 focused on becoming fierce about your finances. 

Your attendance at this event does not obligate you to purchase any products. At the conclusion of the seminar, representatives of the firm will be available to make appointments to review individually the products and services they offer.

Tracy Davidson and Laura Vanderkam are not affiliated with Signator and the information presented by them is solely their responsibility and comments made may not necessarily reflect the opinion of Signator.

Learn More & RSVP

Investment Advisor Representative

610-933-3507
jbrufkewenger@balafinancial.com

Julia Brufke Wenger, Partner, Bala Financial is a Certified Financial Planner™ professional, Chartered Financial Consultant™ and has completed her Masters Degree in financial services. She is an active member on the Signature Woman’s Advisory Network, SWAN committee, dedicated to promoting women in financial services and helping ensure financial empowerment for women. 

Julia has received multiple awards from SMART CEO Magazine, Philadelphia Magazine and Main Line Today, amongst others, for her expertise on retirement planning and developing sustainable income strategies for client’s nearing or in retirement. Many of Julia's clients are top executives in pharmaceutical and other volatile industries and she has extensive experience in continuing to help grow these individuals’ vast portfolios and savings plans so they may continue to build wealth during times of career transition.


Julie Brufke-Wenger, CFP


Julia’s other niche areas of financial planning expertise include: 

  • Helping business owners to create retirement strategies, employee benefits and succession plans
  • Advising clients in transition during divorce, loss of spouse or job change
  • Guiding families seeking the right balance of saving for education, the future and current needs
  • Helping ensure individuals in the retirement “red zone” to create sustainable income strategies and navigating choices like when to take social security and how to create a legacy
  • Helping build wealth for those with deferred compensation, stock options, income and inheritances in a tax managed way using the best portfolios available. 

 

In addition, Julia is founder of Phoenix Tax Consultants, LLC that she started in 1990 and is an active member in the Phoenixville, PA business community. A graduate of Villanova University with a degree in Accounting, Julia has served as a subject matter expert contributing to the Wall Street Journal, Advisor Today, and various local newspapers along with serving as an expert guest on KYW News Radio, 6ABC-Philadelphia and various Comcast business programs.

Julia's professional expertise spans the areas of business ownership, divorce, elder care, and parenting. She is a frequent speaker at local chambers of commerce and at Right Management Global Career Experts addressing various topics for career transition, tax management, and new tax legislation. As an entrepreneur Julia has an acute understanding of business management and with 25 years in the financial industry, she specializes in investment tax minimization and restructuring by making simple changes that can have a big impact. 

In her personal life, Julia is the author of a best-selling novel and enjoys golf, running and time at the beach.