Take control of your financial future Because being confident about money is sexy.
Welcome to Serendipity Securities
We believe that life has wonderful things in store for you, waiting to be discovered. Things like financial wellness and money confidence. We empower women, letting them know they own the pen to their story – and with a savvy financial team on their side, they can write with authority.
This is bigger than us. Our mission is to promote financial literacy for women and children planetwide, and financial well-being for all.
Julie Tauriainen | Founder + CEO of Serendipity Securities
I dig what I do! Our clients appreciate that I’m obsessed with helping people plan for their financial futures.
Julie Tauriainen | Founder + CEO of Serendipity Securities
Helping women make smart financial decisions in a fun, collaborative environment is what we’re all about – that’s our COACH Approach®.
Julie Tauriainen | Founder + CEO of Serendipity Securities