Julie Hamilton, MBA, CFP

Julie is the Principal behind Julie Hamilton & Associates. She has deep skills and a strategic orientation in learning and development. Her learning programs around Naviplan and financial planning are first class.

She has extensive experience in the financial services industry, having worked directly with clients creating written financial plans and advising them on their investments. She designs and delivers courses in the use of integrating financial planning content and software into the sales process.

Julie holds a certificate in Teaching and Training Adults as well as the Certified Financial Planner designation and an MBA.