Julie Cline

Financial Advisor

Insurance Agent at Julie Cline in Monrovia, CA

About

24 years of financial services experience; 18 in residential mortgage lending. Retail and wholesale experience on both coasts. Specialized in e-mortgage and internet technology;pioneer of the paperless process and pure-play online lending platforms.Last company (No Red Tape) won Mortgage Technology's prestigious Website of the Year Award in 2005, created the first jumbo-only automated underwriting engine and was the first to deliver pools electronically to the secondary market. Currently working as a retirement planner/financial advisor offering safe,alternative investments to those disenchanted - or disenfranchised - by the stock market game. Our products include investment grade insurance, annuities, precious metals and rare fancy colored diamonds. Feel free to contact me for a private consultation. Specialties: Building/scaling financial firms; turn-arounds; start-ups.

Address
22 Hidden Valley Rd in Monrovia, CA 91016
Info
Year started: 1990

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
You answered your own question: on the face of it it looks like you will clear enough - or nearly enough - from the sale to pay cash for the new house. It the sale pr...
Q&A
Asked by debra koon
Answered by Heath Schneider, Mortgage BrokerPRO+ in Las Vegas, NV
You can qualify for an FHA loan for your mobile home as long as it is mounted to a permanent foundation and you are buying the land that it sits on.
Q&A
Asked by an anonymous user
Answered by Julie Cline, Insurance Agent in Monrovia, CA
If you make good money then dont bother to waste it refinancing. Make additional payments to the principal balance to reduce the amount of money that they can charge ...
3

Specialties

  • Annuities
  • Life
  • Small Business
  • Other

Servicing

Credentials

Licenses

CA DOI
License # 0G83080
CA BRE
License # 01743818

Associations

National Association of Female Executives
National Ethics Association

Certifications

Annuity Sales

Background

Experience

Wealth Management Advisor

Education

University of MD at College Park