Volunteer Financial Mentor

Julie Back

CFP®

Passionate About...
Debt Management• Insurance• Sustainable Investing

I have been in the financial services industry for over 35 years and have been working as financial advisor for 26 years. I have helped individuals, families and small businesses realize their financial goals and create a life that gives them joy and peace of mind. I also volunteer as the Chair of the Central Washington University College of Business Advisory Board and was awarded the CWU alumni of the year in 2022. I enjoy helping individuals feel success and control over their financial lives and not feel overwhelmed by all the jargon and confusion the financial world offers.

Get to Know Julie

What is a social cause you feel passionately about, and why is it meaningful to you? There are so many that I feel passionate about, and one of them is financial literacy. We don't do a good job in the U.S. of providing very important financial education that is so foundational to all of us. I'd like to help change that.

What is a quote you like to live by? "In a world where you can be anything, be kind."

Do you have any pets? If so, tell us about them. I have the best Golden Retriever, in the world, Murphy. He is fun, loving and believes that although he is 90lbs, he is a lap dog.