The mission of Turning Tides Financial is to deliver a personalized, holistic, and empowering approach with an understanding of how to Save, Earn and Spend money!
While working with our clients we focus on educating and inspiring everyone about their financial future, no matter if they're facing Divorce, Widowhood or planning for Retirement. We strive to be the Financial Thinking Partner, Advisor and Coach for each and every one of our clients and their unique needs.
Julianne Lepo, CDFA®
Financial Advisor & CEO
Get to Know Me
“An emotional crisis does not need to be a financial crisis.”
With over 30 years of experience in the financial industry, Julianne Lepo, CDFA®, is the CEO of Turning Tides Financial LLC. As a Financial Advisor, Divorce Coach, and Certified Divorce Financial Analyst, Julianne takes a personalized, multi-faceted approach in helping individuals navigate the many financial challenges that come with life’s major transitions, such as divorce, retirement, or loss of a spouse. Julianne has worked with hundreds of individuals on all areas of financial planning, with a focus on helping others feel financially aware and empowered to make smart choices that result in financial clarity and stability.
Concentrating much of her practice on divorce financial planning, Julianne firmly believes that an emotional crisis does not need to be a financial crisis. After personally experiencing the financial and emotional burdens of divorce from a 20-year marriage, Julianne is especially empathetic to others going through similar struggles. She often collaborates with other divorce professionals on behalf of her clients, working closely with attorneys and mediators on providing financial analysis, investment strategies, and personal financial management.
Julianne is a member of New York State Dispute Resolution and the Institute of Divorce Financial Analysts (IDFA), a leading national organization dedicated to the advancement of financial professionals in the divorce arena.
Julianne can be contacted directly at Julianne.Lepo@lpl.com.
