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Julia B. Ecker, CPA,PFS

Julia B. Ecker, CPA,PFS

Financial and Business Planning Advisor

 JULIA B. ECKER, CPA/PFS

1606 Cooper Foster Park Rd. ,Lorain, OH 44053 | 440-320-5660 |e-mail- julia.ecker@lpl.com

BIOGRAPHY

Education

BS Business | June 19, 1983 | Dyke College

  • Major: Accounting Graduated Summa Cum Laude

CPA License | Nov 13, 1984 | Ohio

 PFS Designation (Personal Financial Specialist) June 30, 2011

Series 6, 7 and 63 registrations through LPL Financial and Insurance License 

 

Management

  • Owned Julia B. Ecker Inc, CPA for 25 plus years
  • Was CFO – Klingshirn Companies 19th Largest Construction Company in United States

Leadership - Prior

  • President of 503 Development Corp for City of Lorain and served on the review board for tax department.
  • Board Member and President of the Nord Center.
  • Board Member and Treasurer of Great Lakes Historical Society (Maritime Museum).
  • Board   Member and Finance Committee Chair of Lucy Idol Center.
  • Prior Board Member of Lorain County Board of Realtors
  • Board Member – Rotary International 

Presently serve on finance Committee for lorain county board of realtors and the boards of some religious organizations.

Experience

Financial and Business Planning Advisor  | Present

I am a financial and business planning advisor with an insurance license and Series 6, 7, and 63 registrations held through LPL Financial.  A Personal Financial Specialist is a Certified Public Accountant(CPA) who meets the financial planning requirements established by American Institute of Certified Public Accountants(AICPA), who demonstrate the requisite experience, education, examination, and ethical standards established by the AICPA  I do business planning, investments, estate planning, risk management and tax assistance. 

I am a critical thinker and like to solve difficult problems.