Julie Malonzo

Financial Advisor

Julie Malonzo serves as a Financial Advisor at Cassady Wealth & Retirement Planning, where she works closely with individuals, families, and business owners to design thoughtful, strategic financial plans tailored to their long-term goals. She focuses on comprehensive planning, retirement strategies, and guiding clients through pivotal financial decisions. Thus, bringing clarity, confidence, and personalized support to every stage of life.

Her passion for client service and financial planning stems from seeing the meaningful impact her work has on the personal and financial lives of her clients, often extending through generations. Julie made her mark in the industry while in college, after being mentored by a Forbes award-winning Financial Advisor. She takes pride in building trusted relationships and ensuring clients experience true financial peace of mind.

Things You Didn't Know About Julie:

  • Outside of work, she enjoys, Pilates, golfing, skiing, interior-designing, and hosting gatherings for friends and family.
  • Julie’s a big fan of spontaneous travel adventures and once visited 10 European countries in 12 days. Her next adventure that awaits: Greece, Amalfi Coast, and Thailand.
  • Julie values time spent with loved ones, fellowship at City Light Church, and spending time with her 5-year-old Cockapoo named Theo.
  • Fun Fact: Julie is 4’10”, and if you hear the familiar clack of heels in the office, it’s probably her adding a little lift to her day.