Julie Grandstaff

Julie Grandstaff is a veteran of the financial services industry. In her career of more than twenty-five years, she managed a mutual fund and 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 master's 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 serving 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 www.juliegrandstaff.com, one-on-one, and in workshops. She and Jeff live in Portland, Oregon, with their daughter, Kaye.