Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. Prior to Beacon Pointe, Julia began her career at Bernstein Wealth Management and JP Morgan, before transitioning into the more fast paced independent RIA space. Most recently, Julia worked as an advisor serving high-net-worth clients at Advice Period, a boutique financial planning firm servicing high net worth clients in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning. Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.