Julia Keltz, RICP
Assistant Vice President – Investments
As a Financial Advisor my first priority is to understand you, your challenges and priorities. With that knowledge I am committed to providing sound financial advice, always striving to build long-term relationships based on mutual trust and respect.
The focus of my practice is to motivate and guide my clients through retirement planning, difficult life transitions and change.
Background and experience
My financial services career began in 2001 as a Financial Associate, obtaining my Series 7 Securities registration in 2004, 66 registration in 2008. In 2007 I had the opportunity to join the Wells Fargo Advisors team in Coeur d’Alene, Idaho as a Senior Registered Client Associate and obtained my Supervisory 9 and 10 registrations in 2012. I have also obtained my insurance license for life insurance and annuities.
As a client, you can be assured that I am committed to providing the highest level of professional behavior, as we work together to implement an investment strategy that is diversified, tailored, and helps you stay on track toward meeting your life goals. Such planning is not a single event but an ongoing process. As your life circumstances change, so must the strategies I use to help you stay on course.
Away from the office
As a cancer survivor, I am thankful for every day and passionate about sharing my story in hopes of helping others with theirs. My husband Eric and I enjoy working on home projects, singing together, road trips and a good belly laugh. We have four beautiful children, seven adorable grandchildren, and an array of dogs and turtles.