Julia StaufferJulia Stauffer
Associate Wealth Advisor

Request an Appointment | Office Information

Julia is an Associate Wealth Advisor in Beacon Pointe’s Greenwood Village office and is responsible for partnering with the investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience to ensure their financial goals are met. Prior to joining Beacon Pointe, Julia was an advisor service representative in Denver and, before that, worked as a private equity fund accountant. Julia graduated summa cum laude from Colorado Christian University with a degree in accounting and business administration with an emphasis in finance and is actively pursuing her CERTIFIED FINANCIAL PLANNER® (CFP®) license. Outside of the office, she enjoys exploring coffee shops in Denver and taking advantage of the beautiful Colorado outdoors, whether playing volleyball or hiking in the mountains with friends and family.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Loading...