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Julianne C
Series 63, Series 65
Phoenix, AZ
TCP Asset Management, LLC
Julianne Call is a financial advisor at TCP Asset Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TCP Asset Management and United Planners in various capacities since 2015, including a brief retirement period. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management, employing both fundamental and technical analysis with a long-term trading approach.
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