Delta Community Retirement & Investment Services
Julie R. Bates, AIF®, CFP®, CAP®
Specialties: Comprehensive Financial Planning, Investment Management, Risk Management, Sudden Wealth Management, Social Security Planning, Divorce Issues, Estate Planning Conversations, Women’s Finances, Government and Military, LGBT Individuals and Couples
Julie Bates is the Managing Director and driving force of Delta Community Retirement & Investment Services. Her strategic vision has grown and led the practice into the thriving invaluable resource that it is today, providing actionable advice and guidance to Credit Union members and community partners. Julie believes in the importance of building a diverse team with different ideas, skills and experiences, and she is proud that her team is guided by one common philosophy—that every person has a story, and that story matters.
Julie carries with her an enthusiastic quest for continuing education and she is proud to lead a team of CERTIFIED FINANCIAL PLANNER™ professionals that share in this belief. She firmly believes that, as a team, we cannot properly educate and guide clients without first continuing to educate ourselves.
Likewise, Julie knows the importance in educating community members, especially women, to become engaged with their finances. She believes Credit Union members have a fundamental right to financial education. As a child, she grew up watching her family and neighbors struggle and rely on each other through financial hardships, and she has recognized that education empowers individuals with choices that allow them to experience well-lived lives.
Julie is an on-air financial contributor to Atlanta’s NBC affiliate, WXIA-TV 11, FOX 5 Atlanta, and Atlanta's Star 94.1. She is also a frequent guest speaker at prominent employers throughout the metro area. Julie serves as an Ambassador for Wellspring Living, a non-profit organization transforming the lives of those who have been victimized by or at risk for sexual exploitation.
Connect with Julie on LinkedIn®
- Financial Planning Certificate Program, Emory University
- Bachelor of Science in Mathematics, Frostburg State University
Certifications | Licenses:
- FINRA® SIE, Series 7, 24, 66 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- CERTIFIED LIFE UNDERWRITER
- CHARTERED FINANCIAL CONSULTANT
- Accredited Domestic Partnership Advisor℠
- Chartered Advisor in Philanthropy®
- Peachtree City (Wisdom Road)
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are: