Julie Steinman is a senior financial associate addressing the investment needs of King Barrios & Boe Investment Group clients. Steinman's career in financial services began in 1986 including eight years as a Registered Financial Associate with A.G. Edwards and more than 10 years as a Registered Representative with Fidelity Investments. She has been an integral part of KBB client services since 2006. She recently completed the course of study and board examination requirements to earn the Certified Financial Planner, CFP® designation.
Steinman earned a Bachelor of Science degree in finance from the University of Utah and has passed the Series 4, 6, 7, 8, 63 & 65 exams. Julie and her husband, Tom, live in Hailey, Idaho and enjoy many outdoor activities including hiking with their dogs, snowshoeing, skiing, wakeboarding, rafting, and camping. When at home, they devote time to their garden - growing produce to donate to the Hunger Coalition where they are weekly volunteers. Their son Mitchell has been accepted to the University of Utah.