Julie Stein is a financial advisor at Creekside Financial Advisors, where she helps individuals and families turn financial complexity into clarity and confidence. A Certified Financial Planner® (CFP®) with more than twenty years of experience, Julie joined Creekside to build personalized financial plans that align finances with what clients value most, and support their long-term goals — all as part of a team with deep industry experience.
Before joining Creekside, Julie spent over a decade with Huntington Financial Advisors, where she focused on investment management and retirement planning. Today, she pairs 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 clients to live fully today while planning wisely for tomorrow.
Julie enjoys giving back to her community. She serves as a board member for Birthright Lake, Inc., volunteers with the Western Reserve Junior Service League, contributes to Lake Catholic’s Advisory Board, and stays active in her church community.
Julie and her husband, Neil, are proud parents of two children and are embracing life as new empty nesters. In her free time, Julie loves spending time with her family and taking advantage of all that Northeast Ohio has to offer — from hiking the local Metroparks and catching a show at Playhouse Square to cheering on Cleveland’s sports teams and exploring the wineries of the Grand River Valley.