Invest in yourself
create a life of freedom and security with financial wisdom
“Visionnaire - French for Visionary:
A person with strong and creative imaginative power and, often, the ability to inspire others.”
From knowledge...
to confidence...
...And Freedom.
As a seasoned finance professional, I have dedicated nearly two decades of my career to investing in the market and selecting stocks. But beyond the numbers and charts, my true passion is to empower others to seize control of their financial destiny with confidence and clarity.
Investing can seem daunting, but I offer a safe place to learn. I will meet you where you are, no judgement.
Let's embark on this journey together, where knowledge transforms into power, and every step forward leads us closer to financial freedom!
Photo: Ella Farrel Photography
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Your education can give you power, your finances can give you freedom.
In my twenties I left my home town in France where I grew up to come explore the US. With nothing but a one-way ticket and two suitcases, I found myself applying to all types of jobs. By chance I started working for financial advisors and discovered the world of investing. That led me to become an equity analyst and manage stock portfolios. Looking back, I would never have expected that the grit and patience I learned through coaching horseback riding would serve me in my career later on. I gained my Bachelor's in Accounting & Finance, a Master of Science in Investment Management, certifications (Sustainability from Harvard, FSA Credential from IFRS), all while working full time and raising our two daughters.
During my career I was lucky enough to have a couple of skillful women mentor me as a young associate. But finding peers wasn't always easy: during my graduate studies I was the only female graduating out of 50 students. I was even asked by the Dean at the graduation reception which student I was the girlfriend of - no one expected a female to be graduating with a degree in investment management.
Over the years so many friends have come to me for guidance on their investments. Many college students have reached out through LinkedIn for advice on stock pitches and interviews advice.
I decided to create those courses to serve more people.
Let's Work Together.
See My Offerings .
First Offering
Seed to Success: An Introduction to Investing.
Second Offering
ETF Express: a mini-course in using low-fee passive investment products to manage your money.
Third Offering
Julie's Jewels: Unveiling Stock Gems Through Fundamental Analysis.
Seed to Success: An Introduction to investing
This beginner investing course is designed to provide you with a solid foundation in understanding and navigating the world of investing. If you're a complete novice in financial markets, this course aims to DEMYSTIFY the complexities of the market.
If you are feeling OVERLOOKED by your financial advisor or shy away from managing your savings - like so many women I have talked to - it's time to take your power back. The first step is to EDUCATE yourself so you can feel IN CHARGE.
By the end of this course, you will have gained the knowledge necessary to CONFIDENTLY look at your account and understand what you own, or start building your investment portfolio.
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