Julie Lane

Retirement Plan Specialist

Austin, TX
| 512-600-5348  | Send a Message | Book a Meeting

Background

Julie Lane is a Retirement Plan Specialist at HUB investment Partners, where she specializes in Retirement Planning. Julie fosters purpose and prosperity at HUB by providing ongoing communications and support in elevating client relationships.

Julie studied Business Administration and holds both the Series 6 and Series 63 certifications. Julie has been working in 403(b) tax exempt markets in various capacities and working with educators for the past 25 years. At HUB, Julie strives to educate and guide district employees to implement a plan to help them become financially independent. Julie is an excellent source for clients in helping them understand the importance of our retirement planning and financial planning services.

Julie currently lives in Texas and is passionate about cooking, thrifting and yard sales, and renewing/repurposing furniture. She also values time with friends and family and has three grown sons with families of their own.

Advisor Location

Main Office:

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Areas of Focus

  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
Get in touch with Julie Lane