A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 20 years of client-facing experience, Julie Knight focuses on family wealth planning that has multigenerational impact.
“I value a fluid, strong, lasting relationship with my clients, and am there for them through the ups, downs and the unexpected,” she says. The current environment—a global pandemic, market volatility, social and political unrest—has shifted the concerns, goals and priorities of many, and opened everyone’s eyes to the reality of “what ifs,” and the need for a plan to address them.
The peace of mind that comes with preparedness is invaluable, particularly during times of uncertainty and distress. Julie’s planning process is built on a foundation of effective listening—to concerns and goals—allowing her to craft a plan to address all of her clients’ needs in a way that makes sense for them, their family, and their overall financial picture.
1390 Ridgeview Dr. Suite 101, Allentown | 610.674.6981 | klcwealthadvisory.com
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