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Clu® Julie Pinkerton
CEO - Entrepreneur - Award-Winning Insurance Executive - Writer - Puzzle Builder - Travel Photographer - Dog Lover - Brake for Turtles
Julie Pinkerton is the CEO and Managing Member of Evozen LLC, a company she founded in March 2017.24 She is a seasoned financial services professional with over 35 years of industry experience, holding the designations of Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Life Underwriter Training Council Fellow (LUTCF).34
Pinkerton's career in the financial industry began in 1986, and she has since worked in various roles, including as an insurance agent at MetLife, Brokerage Director at Transamerica, and Regional Sales Director at AIG.4 Her expertise lies in risk management, and she has experience in working with the public, corporate leadership, and as a personal consumer.3
In 2017, Pinkerton launched Evozen LLC and its ClientFirst technology platform, which aims to address three major industry issues: succession challenges, effectively scaling practices, and enabling women and minorities to achieve success in the industry.3 The ClientFirst platform is described as the only national, fully-diverse network of Money Flow Professionals, designed to connect various financial, legal, and tax professionals.4
Pinkerton is also a contributing writer for U.S. News & World Report, covering topics related to financial planning, risk management, and advisor selection.14 She is currently working on a book titled "BLINK: Because Life Isn't Neat & Clean".3
Outside of her professional life, Pinkerton is an avid artist and photographer who enjoys traveling with her husband, David. She is also passionate about giving back to her community, with Evozen donating 15% of all net profits to One Generation Away, a charity focused on addressing hunger in America.3
