Jule Rawles is a Senior Financial Advisor with Zuk Financial Group and is located in Santa Cruz, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Jule holds FINRA Series 7, 63 and 66 licenses. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Jule is an all-inclusive advisor with services including: portfolio analysis, retirement planning, tax efficient investment strategies, long term care and estate planning. Her practice is built on industry knowledge, service and integrity.
A former high school teacher and Principal with a Doctorate in Education, Jule utilizes her experience to educate her clients on strategies designed to achieve financial security. She has found that, "Just as my students and teachers came to me with their hopes, dreams and fears about the future so do my clients. It is my job to help them identify the necessary steps to financial security and be their coach and partner in that process."
A specialist in retirement planning, Jule is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Jule has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations.
She has lived on Monterey Bay for over 25 years, and can't imagine being anywhere else. She is proud of her two grown children and her work with the local community. As Jule says, "My life has been and is about making people's dreams come true. What could be more rewarding?"
CA Insurance Lic.# 0B22564 |