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HOFFMAN ESTATES, Ill. - illiNews -- Hoffman Estates- Wealth Management firm, Clearwater Capital Partners (CCP), announces that Julie Selof has joined the organization, aligning with our Institutional Advisory Services team. In this new role, Julie will be focused on the further development and growth of CCP's business services, specifically 401(k), 403(b), and cash balances plans.
"We are thrilled to have Julie join CCP", said Katie Berganske, Director of Brand Management & Business Development. "Her history and passion for financial wellness and helping individuals achieve financial confidence is a perfect fit to support our Plan Sponsors and their Participants".
Julie comes to Clearwater Capital Partners with over 13 years of experience in community relations, business development, and marketing. Prior to joining CCP, Julie served as Community Relationship Manager at Consumers Credit Union (CCU) where she completed the Financial Counseling Certification Program (FiCEP) through the National Credit Union Association. This certification allowed her to embrace her passion for delivering financial wellness to the community and spearheading curriculums that supported CCU internally as well as for their clients.
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To read Julie's full biography, please click HERE.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm's Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.
More about CCP
Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.
"We are thrilled to have Julie join CCP", said Katie Berganske, Director of Brand Management & Business Development. "Her history and passion for financial wellness and helping individuals achieve financial confidence is a perfect fit to support our Plan Sponsors and their Participants".
Julie comes to Clearwater Capital Partners with over 13 years of experience in community relations, business development, and marketing. Prior to joining CCP, Julie served as Community Relationship Manager at Consumers Credit Union (CCU) where she completed the Financial Counseling Certification Program (FiCEP) through the National Credit Union Association. This certification allowed her to embrace her passion for delivering financial wellness to the community and spearheading curriculums that supported CCU internally as well as for their clients.
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To read Julie's full biography, please click HERE.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm's Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.
More about CCP
Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.
Source: Clearwater Capital Partners
Filed Under: Financial
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