Julienne Egofske believes good financial advice starts with understanding what matters most to the person across the table. She has a gift for taking complicated financial situations and turning them into clear, practical strategies her clients can act on with confidence. Whether a client is preparing for retirement, running a business, or simply wants a clearer picture of where they stand, Julienne brings close attention to detail while keeping their bigger goals in view.
Julienne is especially passionate about guiding clients through major life transitions, including divorce. She knows these moments can feel overwhelming, and that steady, thoughtful planning can make a lasting difference in how someone moves into their next chapter.
What I enjoy most about financial planning is getting to know my clients and understanding what’s important to them. No two situations are exactly alike, and I love helping people make sense of their options and feel good about the decisions they’re making.
Before joining Opal, Julienne worked at Range, a technology-driven wealth management firm, where she provided comprehensive planning across investments, taxes, equity compensation, retirement, insurance, and estate planning. She also partnered with the firm’s product and engineering teams to bring AI-driven tools into the planning process and improve the client experience. Prior to that, she spent four and a half years at Corient Private Wealth advising high-net-worth and ultra-high-net-worth families on estate, tax, retirement, and investment strategies. While there, she contributed to specialized planning groups focused on entrepreneurs and individuals navigating divorce.
Julienne earned her BA in Economics from Bucknell University, where she was an NCAA Division I softball student-athlete. She is a CERTIFIED FINANCIAL PLANNER® professional and has passed the Series 65 exam.
Outside the office, Julienne teaches yoga and Pilates and co-founded a fitness and wellness company focused on promoting healthy lifestyles and building community through movement.
A Chicago native, she’s a loyal Cubs and Bears fan and loves exploring New York City’s restaurant scene. She gives back through the New York Junior League and the Erica Gwen Foundation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
