Julie Belvedere, NSSA® Advisor · Crest Hill, IL

Meet Julie Belvedere, a trusted Regional Manager in Retirement Education and Planning Services at Transamerica. With over 20 years of rich experience in the financial services industry, Julie is dedicated to empowering individuals to achieve their retirement goals and live their best lives. Her passion for retirement readiness, combined with her expert knowledge in financial planning, makes her a go-to resource for those navigating the complexities of retirement.

As an experienced team leader, Julie excels in delivering comprehensive retirement education and planning services, helping clients understand their options and make informed decisions. She possesses excellent relationship management and communication skills, ensuring that each interaction is personal and impactful. Julie holds both the FINRA Series 7 and 66 licenses and is a proud Chartered Retirement Planning Counselor (CRPC®), underscoring her commitment to professional excellence.

Julie Belvedere has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Residing in Crest Hill, IL, a charming suburb of Chicago, Julie values spending quality time with her family, including her amazing children and one wonderful grandchild. In her free time, she enjoys listening to live music, gardening, and traveling. With her knowledge, experience, and genuine care for her clients, Julie Belvedere is your trusted partner in navigating retirement and social security planning. Connect with her today to secure your financial future.

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