Julie M. Jarvis, CFP®, MSFS
Principal of Crossroads Financial Planning, Inc. combines twenty years of teaching and financial experience to provide her clients with the level of knowledge and guidance needed for them to build a sound, secure and reliable financial future.

"An accomplished financial advisor is committed to excellence and uncompromised professionalism. He or she must always be attuned to the needs and goals of the client. This great commitment is the element which separates the acceptable advisor from the exceptional one."

Julie has been providing financial planning and investment management for clients since 1989 and has owned and operated Crossroads Financial Planning, Inc. since 1995. She is the Past President of the Columbus Chapter of The Financial Planning Association (FPA), served as President of The International Association for Financial Planners, (IAFP) for one year and has served on the Board of Directors for 5 years.

Julie is also an active member of National Association of Personal Financial Advisors (NAPFA). She is a frequent speaker on financial issues and has been quoted in The Financial Planning Magazine, Business First Newspaper, Women in Medicine, and various other articles. Before beginning her financial planning career, Julie was a middle and high school teacher for 10 years.

Experience:

  • Crossroads Financial Planning, Inc.
  • Budros & Ruhlin, Inc. / Columbus, OH
  • UCL Financial Management / Columbus, OH

Education:

  • Master of Science in Financial Services (MSFS):
    The American College
  • Certified Financial Planner (CFP):
    College for Financial Planning
  • Master of Science:
    University of Colorado
  • Bachelor of Science:
    Bowling Green University

Affiliations:

  • Past-President of the Financial Planning Association (FPA)
  • Past President of the International Association for Financial Planners (IAFP)
  • Active member of National Association of Personal Financial Advisors (NAPFA)


5001 Horizons Drive, Suite 201
Columbus, Ohio 43220
 Phone: 614.459.1145
Fax: 614.459.9920
 e-mail: jjarvis@crossroadsfinancial.com

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