Julie A. Caballero

Specialty

Portfolio management for those who are preparing for retirement as well as those who are retired. Julie prepares customized portfolio designs using the principles of Modern Portfolio Theory for asset allocation and provides individual asset selection tailored to each client’s unique set of circumstances. Julie works primarily on a fee basis with clients paying a quarterly fee based on assets under management.

Education

Julie graduated as Valedictorian of her high school senior class, and she received her Associate degree in Executive Secretarial from Northwood Institute in Midland, Michigan.

Licenses and Registration

Julie’s registrations include securities Series 6, 7, 63 and 65. She offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Julie holds California Variable Life Insurance License #0B37145 as well as variable life insurance licenses in the states of AZ, CO, ID, NV, NY, UT and WA. She is licensed to make available a full range of services and non-proprietary securities to clients.

Associations

Woodbridge Community Church

National Notary Association

Why at LCS

Julie began her career at Liberty Capital Management, Inc. in August 2005 as a Client Services Manager for Craig Truman and Christopher Kelly. She had worked for over 10 years for Equitable, with most of those years in a client service role. After her Equitable job was abolished and she was out of the financial services industry for five years, she welcomed the opportunity to serve clients and support financial advisors again. The Liberty family is comprised of professionals with a high level of integrity. Julie became a Financial Advisor in December 2024 and will take over Craig’s practice when he retires in late 2025. She appreciates the wealth of knowledge and experience that she can draw from her colleagues at Liberty.

Personal Interests

Julie enjoys singing on the church Worship Team, sewing, and handcrafting greeting cards for friends and family. For over 25 years she has served, and continues to serve, in various roles at her church.

Family

Julie has been married to her husband David for over 21 years and they live in Orange, California. The youngest of 10 children, Julie was born and raised in Michigan. Julie and David enjoy trips to Michigan to visit family.

States in which Registrations are Held

Julie holds security registrations in AZ, CA, CO, ID, MI, NV, NY, OH, UT and WA.