Julie Fleck, FPQP™

Julie joined Cashdollar & Associates, LLC in May 2006 as the office manager.  She came to C&A with extensive experience in business management, accounting, AP, AR and auditing.  Julie received her Financial Paraplanner certification in 1986.  In March 2007, she became licensed in Life, Accident and Health Insurance in Pennsylvania, and has also passed the Series 7, 6 & 63 exams.