Julia Stauffer, CFP®

Julia is a Senior 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. In partnership with the firm’s advisory teams, she provides tailored guidance in areas such as income and tax planning, estate and charitable planning, and investment management. Prior to joining Beacon Pointe, Julia worked as an advisor service representative at a Registered Investment Adviser (RIA) in Denver after starting her career as a private equity fund accountant. Julia is a CERTIFIED FINANCIAL PLANNER® (CFP®) and graduated summa cum laude from Colorado Christian University with a degree in Accounting and Business Administration and an emphasis in Finance. Outside of the office, Julia enjoys spending time outdoors with her husband and friends and exploring local coffee shops.