Insurance Specialist
Current
Sep 2019 - Present
AeroLeads people directory · profile
Julia Heer Email & Phone Number
Insurance Specialist
at
Kaplan Financial & Insurance Services
1 work email found
@kaplanfinancial.net
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Insurance Specialist
Location
Arcadia, California, United States
Company size
Who is Julia Heer? Overview
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Quick answer
Julia Heer is listed as Insurance Specialist at Kaplan Financial & Insurance Services, a with 3 employees, based in Arcadia, California, United States. AeroLeads shows a work email signal at kaplanfinancial.net and a matched LinkedIn profile for Julia Heer.
Julia Heer previously worked as Intern at Kaplan Financial & Insurance Services and Executive Producer at Trojan Vision Television. Julia Heer holds Personal Financial Planning, Financial Planning And Services from University Of California, Los Angeles.
Company email context
Email format at Kaplan Financial & Insurance Services
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{first}@kaplanfinancial.net
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AeroLeads found 1 current-domain work email signal for Julia Heer. Compare company email patterns before reaching out.
Profile bio
About Julia Heer
As a fluent German speaker, I have always been able to communicate well with different cultures and therefore gained a worldly perspective. With my volunteer work through Food Forward, I am aware of the social issues that communities face as well as the impact certain organizations can have on people.
Listed skills include Leadership, Social Media, Public Speaking, Microsoft Powerpoint, and 17 others.
Current workplace
Julia Heer's current company
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Kaplan Financial & Insurance Services
5 roles
Julia Heer work experience
A career timeline built from the work history available for this profile.
Intern
Since 1990, Kaplan Financial & Insurance Services has been providing comprehensive financial services specialized to address the unique needs of physicians and medical residents nationwide. We are a leader in “own occupation” disability insurance and are proud to be recommended by The White Coat Investor.With more than 2,500 physician clients nationwide, our in-depth understanding of physicians’ financial planning needs allows us to deliver individually tailored financial strategies that are anchored in both experience and expertise. We help you to identify and quantify your long-term financial goals, design a sound strategy to pursue them, and ensure that the strategy is properly implemented and managed, so that you have the freedom to enjoy more of what is important to you.Contact us today at 818.783.6620 to learn how Kaplan Financial can help you pursue your financial goals.Robert Kaplan is a registered representative with and securities and financial planning offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.For a list of states in which I am/we are registered to do business, please visit www.kaplanfinancial.net.As an insurance broker, we are appointed with Guardian Life, Berkshire Life, Principal Financial, MassMutual, Ohio National, MetLife, The Standard, Ameritas, Unum, Banner Life, Transamerica Life, and many others.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Jun 2018 - Sep 2019
Executive Producer
Jan 2019 - May 2019
Senior Producer
Senior Producer- Create weekly rundowns and attend weekly pitch meetings to develop pitched ideas- Write in-studio segments and out-of-studio shorts for air- Act during live shows and in short productions
Aug 2017 - Dec 2018
Sales Associate
- Worked directly customers in person, over the phone, and online- Catalogued inventory and coordinated delivery and setup for events
May 2015 - Aug 2017
Team & coworkers
Colleagues at Kaplan Financial & Insurance Services
Other employees you can reach at kaplanfinancial.net. View company contacts for 3 employees →
RK
Robert Kaplan, Cfp
Colleague at Kaplan Financial & Insurance ServicesLos Angeles County, California, United States
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JK
Jenna Kaplan
Colleague at Kaplan Financial & Insurance ServicesLos Angeles, California, United States
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II
Isabetta Inzaghi
Colleague at Kaplan Financial & Insurance ServicesBoston, Massachusetts, United States
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Robert Kaplan, Cfp
Colleague at Kaplan Financial & Insurance ServicesLos Angeles County, California, United States
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JK
Jenna Kaplan
Colleague at Kaplan Financial & Insurance ServicesLos Angeles, California, United States
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II
Isabetta Inzaghi
Colleague at Kaplan Financial & Insurance ServicesBoston, Massachusetts, United States
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4 education records
Julia Heer education
Personal Financial Planning, Financial Planning And Services
Bachelor Of Arts - Ba, Economics
German Language And Literature
Goethe Institute
Education record
Arcadia High School
FAQ
Frequently asked questions about Julia Heer
Quick answers generated from the profile data available on this page.
What company does Julia Heer work for?
Julia Heer works for Kaplan Financial & Insurance Services.
What is Julia Heer's role at Kaplan Financial & Insurance Services?
Julia Heer is listed as Insurance Specialist at Kaplan Financial & Insurance Services.
What is Julia Heer's email address?
AeroLeads has found 1 work email signal at @kaplanfinancial.net for Julia Heer at Kaplan Financial & Insurance Services.
Where is Julia Heer based?
Julia Heer is based in Arcadia, California, United States while working with Kaplan Financial & Insurance Services.
What companies has Julia Heer worked for?
Julia Heer has worked for Kaplan Financial & Insurance Services, Trojan Vision Television, and Jacob Maarse Flowers.
Who are Julia Heer's colleagues at Kaplan Financial & Insurance Services?
Julia Heer's colleagues at Kaplan Financial & Insurance Services include Robert Kaplan, Cfp, Jenna Kaplan, and Isabetta Inzaghi.
How can I contact Julia Heer?
You can use AeroLeads to view verified contact signals for Julia Heer at Kaplan Financial & Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Julia Heer attend?
Julia Heer holds Personal Financial Planning, Financial Planning And Services from University Of California, Los Angeles.
What skills is Julia Heer known for?
Julia Heer is listed with skills including Leadership, Social Media, Public Speaking, Microsoft Powerpoint, Event Planning, Communication, Adobe Photoshop, and Html.
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