Julie E. Ford, CFP ®, CPA has been with Kramer Financial Group since 2010. She is our Special Projects Consultant. Prior to this role she was our Director of Client Services and para-planner.
Julie began her career in financial services in New York in 2007 as an auditor at Ernst & Young. In 2009, she transitioned to financial planning as an associate at a boutique financial planning firm and has been helping a diverse range of New Yorkers wisely manage their wealth ever since. Julie graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, both in Accountancy. Julie and her husband have two young boys and are embracing the adventure of raising urban kids. She maintains a pro bono practice and partners with organizations in the city to bring financial freedom and literacy to underprivileged communities.