Julie Su, CPA, MST
Senior Associate Wealth Advisor

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Julie is a Senior Associate Wealth Advisor for the Beacon Pointe Pleasant Hill office. A licensed CPA, Julie brings a broad and versatile background in finance, tax, and accounting to her role. She began her career in corporate tax at Deloitte, where she worked with a wide range of clients – from publicly traded companies and start-ups to high-net-worth individuals – helping them navigate complex tax matters. Julie also brings experience from the utility industry and has served as a business advisor and consultant, further enhancing her ability to provide strategic, well-rounded guidance. She helps clients work toward their financial goals through thoughtful planning, in-depth research and analysis, and close collaboration with her team. Julie holds a BA in Business Administration with a concentration in Accounting, a BA in Chinese Language and Literature, and a Master’s degree in Taxation from the University of Washington. Originally from the Pacific Northwest, Julie enjoys skiing in the winter, hiking scenic trails year-round, playing golf, attending live art performances, and giving back through volunteer work.