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Julia StaufferJulia Stauffer
Associate Wealth Advisor

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Julia is an Associate Wealth Advisor in Beacon Pointe’s Denver office. Through a comprehensive financial planning process, Julia helps clients plan for their long-term goals and objectives. Partnering with the firm’s advisory teams, she provides tailored guidance in areas such as income and tax planning, charitable and estate considerations, and investment management. Prior to joining Beacon Pointe, Julia was an advisor service representative and, before that, worked as a private equity fund accountant. She graduated summa cum laude from Colorado Christian University with a degree in Accounting and Business Administration, with an emphasis in Finance. Julia is currently pursuing her CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Julia enjoys exploring local coffee shops and spending time outdoors, whether playing volleyball and pickleball or hiking with her husband and friends.

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