Julie Logsden is one of the few Native American investment advisors who specializes in the unique financial structures of Indian Tribes. She is a single mother born and raised in Los Angeles, CA and a member of the Confederated Tribes of Siletz Indians of Oregon.
With 14 years in the industry, Julie has extensive experience working with all types of clients specializing in retirement planning. Julie was personally hired and trained and has worked with Ross Gerber, President and CEO of Gerber Kawasaki Inc. since she became a investment representative in 1998.
In addition to investing Tribal and Tribal members' assets, Julie specializes in advising clients who want to take early retirement. She has extensive experience in employer sponsored retirement plans and benefits. Julie enjoys educating clients who are considering retirement, as well as employers looking to offer benefits.
Julie has a real skill for simplifying what can be complex and sometimes overwhelming information provided to employees and employers alike. She has helped her clients and their families achieve and enjoy successful retirement lifestyles. Her two young children bring her joy and a deep understanding of the importance of planning for the future.
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