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Julie A. Drainville

CFP®, ChFC®

CERTIFIED FINANCIAL PLANNERPractitioner,
Chartered Financial Consultant®

Julie is enthusiastic about making planning accessible to everyday professionals. She serves a diverse clientele through actively listening and empowering clients to make educated, and informed decisions that increase confidence. Some of her most rewarding work includes supporting women as they pursue their full potential personally, financially, and professionally.

Julie understands that time is everyone’s most precious commodity. With the support of the capable and caring Loring Advisory Group team she strives with each engagement to create a relevant and impactful experience, employing a process that resonates while using smart planning, tax, and communication tools to make clients’ financial lives more informed, approachable, and manageable. She enjoys the process of building lasting relationships with clients, creating trust and providing advice that makes each feel heard and supported in addressing their concerns or progressing towards their financial planning goals.

She earned her Bachelor of Science in Finance from Southern New Hampshire University and her professional designation education through the American College of Financial Services. After seventeen years in the global fine, rare and collectible wine market and managing multi-million-dollar business segments for housewares brands Riedel and Bodum, Julie came to Financial Planning, realizing her calling when she helped her mother retire early due to an unexpected liver transplant. Through that challenging experience and other relatable life lessons, she is driven by her deep personal satisfaction and the intrinsic reward of assisting clients through their own journey make informed financial decisions around investing, personal goals, and how to retire with purpose.

Professional Designations, Certifications, Securities Registrations, and Licenses
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Chartered Financial Consultant®
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Investment Company and Variable Contracts Products Representative Examination (Series 6)
  • FINRA Uniform Securities Agent State Law Examination (Series 63)
  • FINRA Uniform Investment Advisor Law Exam (65)
  • Investment Advisor Representative

Awards and Professional Affiliations

  • Financial Planning Association (FPA) of Rhode Island Board NexGen Co-Chair
  • CFP® Professional Mentor
Julie is also an adventurer! For thirty plus years and counting she snowboards across the United States and Canada and has, among other epic highlights, boarded the Aspen Snowmass Highlands Bowl. She hiked from the North Rim to the South Rim of the Grand Canyon and is planning to hike the Tour du Monte Blanc. In addition, Julie plays indoor and beach volleyball, practices yoga, enjoys cooking, reading, discovering new music, and time with family and friends.