Ashley Juliano, Financial Advisor

Ashley Juliano, Financial Advisor Financial Advisor & Accredited Financial Counselor® (AFC®) helping you navigate life and career changes with clarity and confidence

I’m a Financial Advisor and Accredited Financial Counselor® (AFC®). I work with individuals and families who are navigating career shifts, military life, and other life changes. My approach is rooted in clear, values-based financial planning and education. I focus on helping you understand your options, feel supported in your decisions, and move forward with confidence.

📩 Message me to get started.

06/05/2026

💰 Benefits – “Free Money” on the Table 💰

Some of the simplest financial opportunities are easy to overlook.

Employer matches.

Workplace benefits.

Options that may already be available to you.

Have you reviewed your benefits recently?

If you’d like a second set of eyes, I’m happy to review them with you. Just send me a message.

06/02/2026

A forgotten form can override your will.

05/29/2026

Do you really need to hire a financial advisor?

05/29/2026

Summer 2026 is shaping up to be a meaningful one.

I’ll be stepping into the Amplified Planning externship while continuing my work as a Financial Advisor and navigating a season of parenting that looks a little different than it used to. It’s a reminder that everything has a season and that balance often means adjusting as life shifts.

This externship feels like an important step in my career, and I’m grateful for the opportunity to learn, grow, and deepen my work.

If you’re in a season of learning or change, please know you are not alone. Here’s to a memorable summer!

Summer 2026 is shaping up to be a meaningful one.I’ll be stepping into the Amplified Planning externship while continuin...
05/29/2026

Summer 2026 is shaping up to be a meaningful one.

I’ll be stepping into the Amplified Planning externship while continuing my work as a Financial Advisor and navigating a season of parenting that looks a little different than it used to. It’s a reminder that everything has a season and that balance often means adjusting as life shifts.

This externship feels like an important step in my career, and I’m grateful for the opportunity to learn, grow, and deepen my work.

If you’re in a season of learning or change, please know you are not alone.

Here’s to a memorable summer!

05/26/2026

See what a century of investing history shows.

05/22/2026

🌅 Dreaming About Retirement 🌅

What does retirement actually look like for you?

Retirement doesn’t have to look one way.

If you’d like help turning your vision into a clear plan, reach out and we’ll map it out together.

05/19/2026

History shows why comfort can come at a cost.

05/12/2026

See what a century of history says about cash.

05/01/2026

A simple guide to key Social Security choices.

Address

582 Lynnhaven Parkway Suite 302
Virginia Beach, VA
23452

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