Julia M. Carlson’s passion for business and finance started at a young age. Setting up lemonade stands, mowing the neighbor’s lawn and having her own babysitting club. In high school, she had an amazing teacher that taught her about business and finance. After her first mock stock portfolio and hearing about stocks from her grandfather, she was hooked on figuring out how to make this into a career. It’s all she ever wanted to do. Working at a local bank and then taking the securities exam, at age 20 she became a financial advisor. What Julia has come to realize is that financial success isn’t an isolated part of one’s life. All parts are connected and success in one makes it easier to succeed in others. Now she helps others to figure out the matrix and become successful investors and retiree’s. And her book Fit Moneytells you how she did it and you can too.
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