top of page

"Approaching your financial retirement on an individual product; one company; one solution does not fit all."


Julie Wallerich studied business management at  Washington State University.  With over 25 years of combined finance, mortgage, and insurance experience, Julie found she most enjoys the challenge of helping her clients build and maximize individual income retirement plans. Licensed in Long Term Care Planning, Retirement Planning with Insurance products, and Mortgage Planning. 


She values integrity and honesty, above all, and works to provide her clients with an objective and transparent understanding of the financial options available to them.  In an effort to provide the right product to the right client, she works with a national team of advisors that provide the most comprehensive, up to date financial information available. 


Julie is a lifetime resident of Washington state and currently lives in Gig Harbor, Washington with her family. 


Puget Sound Retirement

Julie Wallerich 

WA Agent#: 105548

MLO Lic. # 846254

C. 253.221.2022

bottom of page