Julie E. Ford
FORD FINANCIAL SOLUTIONS
New York, NY 10105
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CRD#: 5551913
Professional summary
Julie Elizabeth Ford, CFP®, who also goes by Julie Elizabeth Whisenhunt, is a registered financial advisor currently at FORD FINANCIAL SOLUTIONS, LLC located in New York, New York.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Julie has worked at 1 firm .
Biography
As a fee-only CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial planning industry, Julie has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.
Julie founded Ford Financial Solutions in 2015 to bring financial health to the complex lives of urban professionals across the spectrum of wealth. She prioritizes empowering her clients with the tools to create order in their financial world and reduce stress around money so that their finances can fuel — rather than impede — their goals and dreams.
In addition to serving clients, Julie promotes financial literacy through Ford Financial’s online courses, her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), and by frequently providing insights to the media on a range of personal finance topics.
Question & Answer
What are your service offerings?
Insurance Planning
Education Planning
Employee and Employer Plan Ben...
Life Transitions
Retirement Planning
Tax Planning
Budgeting
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Investment Advice with Ongoing...
Investment Advice without Ongo...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Julie Elizabeth Whisenhunt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Beginning October 2020, Julie E. Ford sometimes serves as an expert witness in legal proceedings. When doing so, this activity accounts for approximately 10% of her time. Beginning August 2022, Julie is also on the U.S. Board of Directors for The Navigators, a 501(c)(3) organization. The Navigators is a religious ministry and is not an investment-related business. She currently sits on the finance committee and no compensation is received for this work. Julie spends less than 10% of her time in this capacity. With the exception of twice per year board meetings held in Colorado Springs, the majority of time spent in this capacity is not during securities trading hours. The organization's headquarters address is 3820 N 30th St, Colorado Springs, CO 80904.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Elizabeth Ford's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
February 4, 2016 - Present
FORD FINANCIAL SOLUTIONS, LLC
Office #1: 1345 Avenue Of The Americas, New York, NY 10105RIA
CRD#: 282588
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(3/22/2021)
IAR
New York(3/12/2021)
IAR
Texas(2/4/2016)
Exams
Current Firm
FORD FINANCIAL SOLUTIONS, LLC
FORD FINANCIAL SOLUTIONS, LLC
CRD#: 282588 / SEC#:
Louisiana
Registered Investment Advisory firm - (3/22/2021 Approved)New York
Registered Investment Advisory firm - (3/11/2016 Approved)Texas
Registered Investment Advisory firm - (2/3/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1345 Avenue Of The Americas, New York, NY 10105
Mailing Address
Phone number
(212) 799-0631
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 14,414,524 |
Red Flags
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