Client Service Associate
Julian is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Julian graduated from San Francisco State University and earned his B.A. in Business Administration with a concentration in Finance. Julian is from Marin County, CA, and enjoys reading, hiking, and basketball in his free time.