Juliette Sykes WEB

Juliette Sykes, CFP®, CPA

Office Location

4551 Cox Road
Suite 215
Glen Allen, VA 23060

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Why The College Funding Coach?

With the significant rise in college costs, helping children pay for college in the most efficient way is more important than ever. These decisions affect all aspects of financial planning including retirement and helping families reduce costs and find strategies to recover costs is a passion of ours.

Area of Focus for LKS Workshops: We teach our workshops and work with families in the Greater Richmond Area, mainly in Chesterfield, Hanover, and Henrico.

Our team started teaching Little-Known Secrets in 2009 and has developed a wealth of knowledge in this space. Many parents and even advisors do not understand the ins and outs of college funding. We build comprehensive plans for our clients with an initial focus on how to get as much of other people’s money as possible in the forms of merit and need-based aid and to help them understand what impact college costs have on retirement.

A Little More About Juliette

Background: Juliette is a financial planner with True North Advisors, LLC.  She started her career in the financial services industry in 1990. During her tenure in the financial industry, Juliette has held various pivotal roles including senior auditor with a Big 4 CPA firm; financial analyst with a Fortune 500 corporation; and a small business owner over the last 14 years.

Education: Bachelor’s in Accounting from The University of Delaware;  Master’s of Education, Endicott College

Professional Accomplishments: Building a great business with wonderful long-term clients.

Community Involvement: Our firm, True North, does a community event each quarter to help in many different areas. Past events have been with the Salvation Army, Richmond Animal League, Feed More of Richmond, as well as others.

Personal: Juliette lives in Chesterfield with her husband and three sons and enjoys playing tennis in her free time.

Disclosure:  Juliette Sykes is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., a MassMutual subsidiary. Member SIPC www.sipc.org, Supervisory Office: 100 Eastshore Dr., Suite 300, Glen Allen, VA 23059 (804) 346-1011

The College Funding Coach is not affiliated with MML Investors Services.

Licensing Info: 

Insurance: VA, AZ, MA, NC, WI
Securities: VA, MA, AZ
In addition to being a CFP® and CPA, my licenses include life and health and FINRA (www.finra.org) Series 7 and 66 registrations.

FINRA BrokerCheck Link