Julie Stein is a Certified Financial Planner® at Creekside Financial Advisors who helps individuals and families turn financial complexity into clarity and confidence. With more than twenty years of experience, Julie specializes in creating personalized financial plans designed to reduce stress, align finances with values, and support long-term goals.
Before joining Creekside, Julie spent over a decade with Huntington Financial Advisors, where she focused on investment management and retirement planning. Today, she combines technical expertise with thoughtful relationships to help clients make informed decisions, navigate life transitions, and feel secure about their financial future.
A graduate of the University of Toledo with a degree in Finance, Julie is passionate about empowering her clients to live fully today while planning wisely for tomorrow.
Julie and her husband, Neil, are proud parents of two children and are embracing life as new empty nesters. When she is not working, Julie enjoys traveling, staying active in her church, and serving her community through volunteer work.