Julie Crittenden


Retirement Mortgage Specialist
3907 Georgia St
San Diego, CA 92103, US


Average Rating: 0 stars (based on ratings)

Professional Profile


Julie Crittenden is an RSSA (Registered Social Security Analyst®) that has received formal training in Social Security regulations, including claiming strategies for different situations. 

With over 2,700+ rules and nuances, determining when to claim your Social Security benefits can be challenging. Julie will help you navigate these pitfalls and answer questions you don’t know to ask. She will help you balance your Social Security choices with your overall retirement planning, so that you also have peace of mind…It’s not always about just maximizing your benefits either, it’s also about optimizing your benefits to receive the most after-tax income. 

Speak with Julie Crittenden — a trained expert — for a consultation. If you decide to work with Julie, you’ll receive a comprehensive personalized analysis and advice that may provide you with tens to hundreds of thousands in lifetime benefits.

Julie is a great resource to help you and your financial planner with the following: 

 – Identify the best strategy to optimize social security benefits.
 – Identify ways to bridge the gap between ages 62 and 70 where your social security benefits may be increased by up to 77%.
 – Strategize on how to tap into your home equity for tax-free income.
 – Show you how to statistically increase your odds of your retirement nest egg outliving you.
 – Show you how to increase your legacy wealth left to your loved ones.

Julie is also a licensed mortgage loan originator who specializes in reverse mortgages. She is licensed in AZ(#1002460), CA(NMLS#1816130 DRE#01801629), CO (#100521067), FL(#LO 69038), MS(#1816130), OK(MLO31907), TN(#1816130), and WA (#MLO-1816130).

Real Stories from Real People

Most People Leave Money on the Table


Don't Optimize

Very few people get all the Social Security they deserve.


Is Lost

The average household is losing $111,000 in potential income.

1 Chance

To Claim

Social Security gives you one chance to get it right – forever.

Maximize Your Benefits

Discover important information for your situation.