Julia is a Private Client Advisor in our Needham, MA office. Working closely with our investment advisors, she helps clients navigate their complex financial lives. She uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors and with other members of their professional team. In addition to being a CERTIFIED FINANCIAL PLANNER®, Julia is a Certified Private Wealth Advisor (CPWA®).
Before joining FLP, Julia was a private wealth advisor at SVB Private, formerly Boston Private Wealth LLC. Prior to that, she worked at SEI Investments as a relationship manager.