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Julie Morgan, CPA, is a seasoned accounting professional with extensive experience in public accounting and education. Currently serving as a Principal at CLA (CliftonLarsonAllen) since May 2024, Julie also holds a position as an Adjunct Professor at Vanguard University of Southern California since August 2020. Previously, Julie was a Partner and Manager at Ronald Blue & Co. CPAs and Consultants from June 2013 to May 2024, and an Audit Manager at the same firm from 2004 to 2011. Julie’s experience includes a role as Controller at Mercy Ships, an organization dedicated to global humanitarian efforts, from January 2012 to June 2013. Early career positions include professional staff roles at Davidson, Deily & Company and Bowen, McBeth. Julie earned a Bachelor of Science degree in Accounting from Azusa Pacific University in 1997.
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CliftonLarsonAllen (CLA) exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Whether your needs are local or abroad, we promise to know you and help you. CLAconnect.com Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.