Julie Sacchiero, CFP^®

Designations and licenses

Julie is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Julie delivers comprehensive wealth management services designed to help clients achieve their goals through integrated planning strategies that grow and protect their wealth.

Before joining Mariner, Julie served as a wealth advisor at GW&K Wealth Management LLC, where she worked closely with individuals and families to develop tailored wealth management solutions. Earlier in her career, she was an assistant relationship manager, implementing portfolio and wealth management recommendations and a client service associate, serving as the primary point of contact for clients’ day-to-day needs.

Julie earned a BSBA with concentrations in finance and management from Merrimack College.

Personal interests

Away from the office, Julie is a lifelong health enthusiast who has completed yoga teacher training and integrative health education programs. She enjoys spending time at the beach, staying active, traveling and making memories with family and friends.

Julie’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.