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