Juliet Hendrickson. ESQ.

Senior Attorney, Advanced Planning Group

Juliet A. Hendrickson is a senior attorney in the Advanced
Planning Group for Cetera Financial Group, a leading network of
independent broker-dealer firms. The platform is the second
largest independent financial advisor network in the nation by
number of advisors, as well as a leading provider of retail
services to the investment programs of banks and credit unions.

As an Advanced Planning Group senior attorney, Julie is
responsible for providing specialized advice and support for
financial professionals on a myriad of tax issues in the areas of
wealth transfer, retirement, charitable, and tax-planning strategies
for high-net-worth clients. She is a frequent participant in
specialized educational and training programs for financial
professionals.

Julie has more than 15 years of experience providing tax planning
consultation to financial professionals. Previously, Julie was senior
attorney, Advanced Markets, for ING Advisors Network. Prior to
ING, she was an advanced marketing consultant in the Variable
Annuities Division of Pacific Life Insurance Company, where she
provided consultation to financial professionals on technical issues
involving IRAs and qualified retirement plans, estate planning and
annuities.

Julie earned her bachelor’s degree from the University of
California, Los Angeles (UCLA), and her law degree from the
Catholic University of America Columbus School of Law in
Washington, D.C. In addition, she holds a California Life, Accident,
and Health Insurance Agent license, as well as Series 6, 7 and 63
securities registrations. Julie currently serves on the CFP Board’s
Business Model Council. She is licensed to practice law in the
state of California.