Here at Viewpoint Financial Network, we know that in order to "serve you on your time" it takes a lot of people working in harmony to achieve our mission. We want to shine a spotlight on the individuals that help us do just that and make Viewpoint Financial a great place. Today we want to introduce you to Julie Cobb!
Julie serves as a Senior Client Services Associate at Viewpoint. She is the first point of contact for our clients that call in with questions or concerns. She does a great job of always making each client feel special by listening and responding promptly to any needs or requests. She truly is a helpful, friendly, and kind advocate for our clients and our team!
A normal day for Julie will focus on working with incoming client requests either by phone, mail, or in person. She will also assist our advisors in opening new accounts, placing trades, transferring assets, or any other variety of account maintenance. On top of that, you'll find Julie helping out at our front desk from time to time, always with a friendly smile and a kind word!
When asked what makes Viewpoint Financial a special place, Julie replied:
"Viewpoint is special because of the supportive atmosphere and teamwork of my colleagues. Ben really sets the tone of our office as one of inclusion and the belief that everyone matters and is important to the client experience."
When Julie isn't serving our clients in the office, you'll most likely find her doing something outdoors. Whether it is hiking, going on walks or visiting the beach, Julie loves taking in the great California outdoors. Additionally, she enjoys spending time with her son, traveling, live theatre, and going to concerts. Julie is also passionate about animals and takes time to volunteer with the SPCA. Most recently, Julie got married in San Francisco and enjoyed a beautiful honeymoon in Spain and Portugal.
Thanks for taking a minute to learn more about Julie Cobb. We are proud to have people on our team like Julie and we think you’ll love working with her too! Give us a call or visit our offices to say hello to Julie and the rest of the team and see how we can help bring an uncomplicated approach that serves on your time to your financial planning.