Senior Executive Assistant
Julie Feltz has over 30 years of financial industry experience. She manages the human resources, financial management and provides administrative support for Dan Feltz.
Before joining Dan Feltz’s team in 2003, Julie worked at the LPL home office in San Diego, CA. She was also a Sales Assistant for five advisors at Smith Barney in La Jolla, CA.
Julie grew up in Santa Cruz, CA, and moved to San Diego after graduating high school to attend San Diego State University.
In Julie’s free time, she is keeping up with her daughter Alexa’s club/high school sports and managing the Feltz household. When time allows, you will find her in California spending as much time possible by the ocean while visiting family and friends.