Julie Lobaza

Julie graduated from Oakland University with a Bachelor of Science in Business, Management Information Systems and Computer Science.  She has spent the last two decades helping businesses succeed.  With extensive knowledge in providing IT solutions, financial applications, and data management, she brings a level of expertise that is hard to find in our industry.  She has owned several businesses and has used her business background and expertise to help start and grow Rochester Wealth Strategies. 

Her most recent accomplishment was achieving the Accredited Wealth Management Advisor™ designation, allowing her to obtain a higher level of expertise in regards to taxation and advanced planning for high-net worth individuals.  

We value her ability to understand the needs of clients and recognize that each person has their own set of unique challenges to overcome.  She prides herself in getting to know her clients from every aspect so she can create a specialized plan focused on a successful retirement.  With a focus on business owners, she can help guide them through business succession, financial planning, tax mitigation and all aspects related to retirement planning.

Julie lives in Clarkston and is married with three children and two grandchildren.  Now that all her children have graduated from college, she has found more time to travel and begin new adventures.  Her most memorable trips were to Spain, Iceland, Colorado, and California where she went hiking and camping with family and friends.  She loves volunteering for Leader Dogs for the Blind and is currently hosting a retired Leader Dog Mom.  She also sits on the board of directors for Rochester Chamber of Commerce and Neighborhood House, and is actively involved with the Auburn Hills Chamber of Commerce.