Meet Juli

Juli Damopoulos

Senior Financial Adviser

Juli is a Senior Financial Adviser and Partner at Cardinal Financial Advisers. She has been in the financial services industry since 2009 and joined the firm in July of 2018. Juli is passionate about helping her clients retire confidently.

A Trusted Adviser

Serving mostly the First Responder community- she prides herself on constructing strategies that maximize the short and long-term potential of financial success for this demographic. She has over 15 years’ experience with helping clients:

• Retire from OP&F, OPERS, STRS, SERS, and FERS
• Maximize their Pension benefits and navigate the complexities of Pension decision making
• Accumulate and distribute their DROP, PLOP and Deferred Comp plans.

Additionally, Juli is knowledgeable in the areas of Estate Planning, Business Planning and Special needs planning.

Professional Affiliations

Juli is a member of the following professional associations:

• National Association of Insurance and Financial Advisors (NAIFA)
• Qualifying member of the Million Dollar Round Table since 2014, including Top of the Table and Court of the Table ^*
• Member of the Catholic Foundation’s Professional Advisers Group (PAG)

Also, Juli has been named Forbes “Best-In-State” Top Financial Security Professional for 2022, 2023, and 2024 for Ohio.

Professional Designations

Juli holds the following designations related to her field of expertise

• RICP^® Designation- Retirement Income Certified Professional
• ChFC^® Designation- Chartered Financial Consultant

Additionally, Juli continues to further her knowledge through additional coursework to obtain relevant designations for the benefit of her clients and their needs.

Education

Juli was raised in Central Ohio. She graduated from the Fisher College of Business at The Ohio State University with a Bachelor of Science in International Business.

At this time, Juli and her family reside with their 4 children in Central Ohio and enjoy spending time together and traveling.