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Julia C. is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Julia C..
Julia C. previously worked as Senior Wealth Advisor at Beacon Pointe and Advisor at Advice Period, Llc. Julia C. holds Ba, Anthropology from Amherst College.
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My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
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Greater Los Angeles Area
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our.
AdvicePeriod partners with wealth advisors that are ready to grow their practice, take ownership of their business, and use technology to provide more value to their clients and their business. We believe in the dream of owning your own business and having the flexibility to work for yourself. Learn more at: ap4advisors.com
Rigorous business program for liberal arts students that is designed to enhance skills in accounting, marketing, corporate finance and leadership.
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Cathi Prentice
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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Ryan Leahy
Colleague at Beacon Pointe
Waltham, Massachusetts, United States, United States
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James Milam
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
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Nathan Spruiell
Colleague at Beacon Pointe
San Jose, California, United States, United States
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Gregory Taylor, Cfa, Cfp®
Colleague at Beacon Pointe
San Francisco Bay Area, United States
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Rachel Chiang
Colleague at Beacon Pointe
Los Angeles Metropolitan Area, United States
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Arun Bharath
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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Gail Glasgow
Colleague at Beacon Pointe
Dallas-Fort Worth Metroplex, United States
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Alisa G.
Colleague at Beacon Pointe
Bala-Cynwyd, Pennsylvania, United States, United States
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Meg Clapp
Colleague at Beacon Pointe
Summerfield, North Carolina, United States, United States
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Activities and Societies: Varsity Soccer Team (4 years), NESCAC All-Academic award (2006), Varisty Softball Team (3 years)
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Julia C. works for Beacon Pointe.
Julia C. is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe.
Julia C. is based in Phoenix, Arizona, United States while working with Beacon Pointe.
Julia C. has worked for Beacon Pointe, Advice Period, Llc, Jpmorgan Chase, Bernstein Global Wealth Management, and Tuck Business Bridge Program At Dartmouth.
Julia C.'s colleagues at Beacon Pointe include Cathi Prentice, Ryan Leahy, James Milam, Nathan Spruiell, and Gregory Taylor, Cfa, Cfp®.
You can use AeroLeads to view verified contact signals for Julia C. at Beacon Pointe, including work email, phone, and LinkedIn data when available.
Julia C. holds Ba, Anthropology from Amherst College.
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