Julie Sacchiero, CFP^®

Designations and licenses

Julie is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Julie provides comprehensive wealth management and investment solutions to high-net-worth individuals and families. Drawing on two decades of experience working with clients, Julie develops and communicates investment, tax, retirement, education and estate planning strategies. Julie’s passion lies in making financial topics easy to understand and helping clients feel more empowered to make the best financial decisions for themselves.

Prior to joining Mariner, Julie was vice president, wealth advisor at GW&K Investment Management, where she was responsible for developing and implementing custom investment and financial planning solutions for private clients. Julie began her career at Brown Brothers Harriman, first supporting the firm’s institutional relationship management efforts and subsequently in business development for the private client division.

Julie has a bachelor’s degree from Merrimack College with concentrations in finance and management.

Personal interests

Away from the office, Julie is a lifelong health enthusiast who has completed a yoga teacher training and an integrative nutrition counseling education program. 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.