As a third-generation professional in the financial services industry, Julia brings a legacy of financial wisdom and a deep understanding of the unique challenges faced by her clients.
In her first three years as an advisor, she secured both CERTIFIED FINANCIAL PLANNER™ Certification and Charter Retirement Planning Counselor (CRPC®) designations, showcasing her commitment to the highest standards of professional competence.
Although she is passionate about the important of financial planning for all demographics, she particularly enjoys working with women and empowering them to take control of their financial situations. Far from being a mere numbers game, her approach is relationship-driven, anchored in trust and empathy.
Beyond the spreadsheet, Julia is an avid traveler and spent time living in Spain on two different occasions in her early twenties. When she isn't navigating financial landscapes or the world map, she devotes quality time to her three nieces, relishing her role as their fun-loving aunt Juju.