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Julia Shaw

Financial Advisor

CFP®

35 1

Julia Shaw

Financial Advisor

CFP®

Get to know Julia

Accreditations

CFP®

Contact

Phone Number
LinkedIn
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Bonnie Mansour
83 days ago
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Daniel Seder and Julia Shaw are great to work with. Always friendly, informative and helpful. They are organized, professional, and provide clear and informed advice. We feel more confident and at ease about our investments than ever before and we trust them completely. Highly recommend Blue Chip Partners.
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Tara Buchmann
87 days ago
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Working with Julia Shaw at Blue Chip Partners, LLC has been an incredibly positive experience. She truly listens to and understands our personal financial goals and takes the time to explain everything in terms we can understand. Blue Chip’s approach does not follow a cookie cutter method of investing but instead has a dedicated team that takes the time to build a customized investment strategy. Julia is always available to answer our questions with patience and clarity. It is rare to find this level of genuine care and professional expertise in wealth management!
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Allison Shaw
98 days ago
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Blue chip is amazing! Our financial planner Julia Shaw is awesome, she helped our young family plan for our first home, education fund for our child, and grow our investments! She’s personal and always goes above and beyond to learn about our goals and family. Would highly recommend her to anyone.

* Disclaimer: The reviews displayed above were posted voluntarily by reviewers on Google. BCP has not edited, revised, or otherwise altered the content of the displayed reviews. Google Reviews that mention a specific BCP Advisor by name are displayed on each individual Advisor’s website profile page. Click here to visit BCP’s Google Review page, where you can find a full list of our Google Reviews. Reviewer status may vary and may include clients, former clients, prospective clients, or other persons. Depending on the reviewer’s relationship with Blue Chip Partners (BCP), a review may constitute a testimonial or endorsement under applicable investment adviser advertising rules.  Blue Chip Partners does not provide any direct or indirect cash or non-cash compensation, discounts, gifts, or other incentives in exchange for any Google Reviews. Blue Chip Partners is not aware of any material conflicts of interest associated with the reviews provided through Google. The reviews reflect the personal opinions and experiences of the reviewers, which may not be representative of all client experiences and should not be construed as a guarantee of future performance, investment results, or similar outcomes. Past performance is not indicative of future results.

About Julia

Julia is a CERTIFIED FINANCIAL PLANNER™ professional at Blue Chip Partners.

Prior to joining Blue Chip Partners in 2025, Julia spent three years as a Financial Advisor at Plante Moran Financial Advisors, one of the nation’s largest Registered Investment Advisory firms 

Julia earned both her Bachelor of Science in Finance and her MBA graduating Magna Cum Laude in both programs. She was a four-year member of the women’s golf team, serving as team captain for three of those years, and was recognized as a Women’s Golf Coaches Association All-American Scholar for three years. 

In her spare time, Julia enjoys coaching young golfers, snow skiing, and traveling with her family.   

What was your first job?

Throughout high school, I gave lessons to young golfers at a local course. I’ve always loved introducing others to the game, and it was incredibly rewarding to watch them grow and improve over time. 

Fall. Nothing beats a day at the cider mill followed by watching the Lions!  

One of the most impactful places I’ve visited is Seville, Spain, where I had the opportunity to experience Holy Week a few years ago. As one of Europe’s most significant annual festivals, Holy Week in Seville is truly unforgettable. Watching the solemn processions move through the silent streets of the city was a powerful and moving experience that left a lasting impression on me. 

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