About Julie Grandstaff
Julie Grandstaff is a veteran of the financial services industry. In her over twenty-five year career she managed a mutual fund, the fixed income portfolio for a mid-sized insurance company, oversaw the investment selection for thousands of company retirement plans, developed a financial planning business, and managed the annuity business for that same insurer. She has a masters degree in finance and holds the Chartered Financial Analyst (CFA) designation.
Through diligent planning and saving Julie and her husband, Jeff, were able to retire more than a decade early, at the ages of fifty-one and fifty-five, respectively. She volunteers her time managing the finances for a small theater company and another non-profit focused on alleviating poverty. She also serves on the investment committee for a local university. When she’s not simply enjoying the freedom of not having to work, she spends her time educating others on how to plan and save for their financial futures through her blog at Juliegrandstaff.com, one on one, and workshops. She and Jeff live in Portland, Oregon.