Julie Manning, Certified Social Security Planner
Julie Manning
President and Lead Advisor, Keystone Wealth Management
Professional Profile
Meet Julie Manning, President and Lead Advisor at Keystone Wealth Management, with over 25 years of experience in the financial services industry. Based in Virginia, Julie is a trusted expert in retirement planning and Social Security optimization, holding both RICP certification and Series 65 credentials. Her passion for teaching shines through as she leads engaging Social Security classes and retirement courses, empowering middle-class Americans to retire with confidence.
Julie Manning has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Julie understands the unique challenges faced by families and works diligently to provide tailored strategies that meet their financial goals. As a mother of four and a grandmother to three, she connects on a personal level with her clients, offering not just expertise but compassion and understanding. In her free time, Julie enjoys life in the country with her horses, chickens, cats, and beloved German Shepherd, showcasing her belief in a balanced, fulfilling lifestyle. When you choose to work with Julie, you are partnering with a knowledgeable and respected professional dedicated to your financial well-being.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.