Julina Ogilvie is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. Before joining Principle Wealth Partners, she held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. where she used her extensive knowledge of capital markets to educate the country’s top advisors.
Julina is a passionate advocate for financial literacy, with a special focus on empowering women. She has made significant strides in this mission through her podcast, Women on Wealth, which equips women with essential financial knowledge. In 2024, Julina took her commitment a step further by launching her book, Money Confident Girls, a valuable resource for parents seeking financial empowerment for their girls.
Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. A sought-after expert, Julina has been featured in national and international media publications including CityWire, Parents.com and MoneyGeek.
Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra.
This one-on-one interview shares Julina’s background and experience writing Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens).
Tell us about Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens).
Money habits and beliefs form in childhood and influence our financial decisions as adults.
Money Confident Girls is a thoughtful guide for parents and guardians to instill essential money management skills in young girls, so girls view money not as a taboo topic or source of anxiety, but as a tool for personal growth and financial security.
The book blends personal anecdotes with expert insights from seasoned parents, offering crucial age-appropriate strategies such as earning, spending, saving, and investing—the building blocks of finance. Readers will also learn strategies around allowances, first jobs, budgeting, the use of debit cards, custodial accounts, and options for college savings and retirement vehicles.
Preparing the next generation with financial skills is about fostering a mindset that empowers them to embrace financial independence and navigate the complexities of money with savvy and confidence.
This important book is a must-read for anyone raising young girls.
What inspired you to write Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens)?
This was a result of several interconnected experiences and realizations.
Initially, it was through the creation of my podcast, Women on Wealth. Through insightful conversations with successful women from diverse fields outside of finance, I discovered profound insights into how financial decisions and behaviors are deeply ingrained in one’s upbringing and early experiences. These stories inspired me to explore further avenues for instilling healthy financial habits in children.In addition, as a parent raising two young girls, I became keenly aware of the importance of imparting financial education and independence to them. Despite my husband and I each having over two decades of experience in finance, we encountered challenges in this aspect, highlighting the likelihood that many other parents were facing similar issues.
Recognizing the collective responsibility of parents and family circles to empower young girls with financial literacy, I aim to provide them with practical tools and thoughtful insights from other successful parents. My desired result is to equip them with the skills necessary for financial success and confidence.
How did your background and experience influence your writing?
My journey into finance stemmed from my own early emotions with money, which instilled in me a deep desire for greater control over my financial well-being.
As I advanced in my career, I realized the importance of promoting financial literacy, particularly among women. This focus intensified when I became a parent to two daughters, recognizing the crucial role it plays in their future financial independence.
What is one message you would like readers to remember?
Empowering girls with financial confidence doesn’t mean parents need to be financial experts; it’s all about staying tuned in and actively engaging with them.
Purchasing the Book
Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens) has received positive reviews from experts, authors, and reviewers around the world. Board Director and Executive Leader Susan Certoma writes, “Money Confident Girls is an invaluable financial resource for young women… Julina Ogilvie draws in her audience with simple, yet powerful financial tools, strategies and habits demystifying the world of finance. The book removes the invisible barriers that have prevented women from confidently managing financial challenges… Money Confident Girls is a must read that every parent should share with their daughters.”
An essential resource designed to bring a lifetime of financial well-being in girls, Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens) is available for sale on Amazon, Barnes & Noble, Nook, and other online bookstores.
Readers, parents, educators and book clubs are encouraged to visit the author’s website for more information about the book and updates about new book releases: www.julinaogilvie.com
Connect with Julina Ogilvie:
www.julinaogilvie.com
https://www.facebook.com/julina.ogilvie
https://www.linkedin.com/in/julina-ogilvie-cima%C2%AE-cpwa%C2%AE-90b12a11/
https://www.instagram.com/julinaogilvie/
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