Sign In  |  Register  |  About Menlo Park  |  Contact Us

Menlo Park, CA
September 01, 2020 1:28pm
7-Day Forecast | Traffic
  • Search Hotels in Menlo Park

  • ROOMS:

Julie Selof Joins Clearwater Capital Partners

By: PRLog

HOFFMAN ESTATES, Ill. - Nov. 29, 2021 - PRLog -- 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.

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.

Katie Berganske

Photos: (Click photo to enlarge)

Clearwater Capital Partners Logo Julie Selof Joins Clearwater Capital Partners

Read Full Story - Julie Selof Joins Clearwater Capital Partners | More news from this source

Press release distribution by PRLog

Data & News supplied by
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Copyright © 2010-2020 & California Media Partners, LLC. All rights reserved.