JULIE DILLON

juliedillonheadshotJulie A. Dillon, CFP®, CDFA® 

joined the MPPL team in 2017 as an Investment Advisor Representative and works with individuals, families, and businesses to establish successful financial plans.

Julie has earned the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and brings more than 20 years of experience into the financial services industry. She provides comprehensive financial services to her clients located in central Minnesota and is well versed in the disciplines of retirement planning, tax planning, and estate planning.

As a Certified Divorce Financial Analyst® (CDFA®), Julie is committed to helping her clients reduce the amount of stress, apprehension, and misunderstanding about the entire financial aspect of the divorce process. She advises her clients through a structured and affordable divorce process with the assurance that client settlements will be amicable.
Julie is a single mother of two and an avid racquetball player. She regularly participates in regional tournaments and is a past winner of the Women’s Minnesota State Singles B division and a recent National Doubles Champion, sharing the honor with her playing partner, Kelly Johnson. Julie also enjoys biking, roller blading, boating, music, photography, scuba-diving, and has sky-dived several times.

Julie is licensed to provide investment advisory services and to sell securities, variable products and insurance in several states. Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure of any potential conflict of interest.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA’s BrokerCheck.

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