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Julia Moon, Cfp®, Crpc® Email & Phone Number

CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth at Aegis Consulting Group, LLC
Location: San Diego County, California, United States 7 work roles 2 schools
1 work email found @lincolnfinancial.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@lincolnfinancial.com
LinkedIn Profile matched
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Current company
Aegis Consulting Group, LLC
Role
CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth
Location
San Diego County, California, United States
Company size
9 employees

Who is Julia Moon, Cfp®, Crpc®? Overview

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Quick answer

Julia Moon, Cfp®, Crpc® is listed as CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth at Aegis Consulting Group, LLC, a with 9 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at lincolnfinancial.com and a matched LinkedIn profile for Julia Moon, Cfp®, Crpc®.

Julia Moon, Cfp®, Crpc® previously worked as Financial Planner at Aegis Consulting Group, Llc and Financial Planner | Moon Wealth Management at Lincoln Financial Advisors. Julia Moon, Cfp®, Crpc® holds Bachelor’S Degree, Psychology | Clinical Applied Psychology from University Of California, Santa Barbara.

Company email context

Email format at Aegis Consulting Group, LLC

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*@lincolnfinancial.com
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AeroLeads found 1 current-domain work email signal for Julia Moon, Cfp®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Julia Moon, Cfp®, Crpc®

As comprehensive & holistic financial planners, we advise our clients in the following areas:• Retirement Planning• Investment Planning• Cash Flow & Debt Management• Insurance/Risk Management• Tax Reduction Strategies• Estate Planning StrategiesWhat sets us apart is our holistic approach to financial planning. Although many already work with competent advisors, such as attorneys & accountants, we take financial planning to the next level by coordinating with these individuals to help ensure that all of your bases are covered. This allows us to identify coordination gaps & missed financial planning opportunities.

Listed skills include Retirement Planning, Estate Planning, Asset Protection, Asset Management, and 4 others.

Current workplace

Julia Moon, Cfp®, Crpc®'s current company

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Aegis Consulting Group, LLC
Aegis Consulting Group, Llc
CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth
jacksonville, florida, united states
Website
aegisconsults.com
Employees
9
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7 roles

Julia Moon, Cfp®, Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Aegis Consulting Group, Llc

San Diego, California, United States

Julia Moon (CA Insurance Lic# 0L29085) is a Registered Representative and Investment Advisor Representative with and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. DBA Aegis Consulting, 858-923-1022. The Financial Advisor associated with this website may discuss and/or transact business only with residents in states which she is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Oct 2023 - Present
Team & coworkers

Colleagues at Aegis Consulting Group, LLC

Other employees you can reach at aegisconsults.com. View company contacts for 9 employees →

JN James Neel James Neel Colleague at Aegis Consulting Group, LlcSaint Johns, Florida, United States View → SL Susan Lee Susan Lee Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → PS Paul Solorzano Paul Solorzano Colleague at Aegis Consulting Group, LlcSan Francisco, California, United States View → MO Mark Osickey Mark Osickey Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States View → TL Taylor Lloyd Taylor Lloyd Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → KD Kevin Dearth Kevin Dearth Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States View → DG Deserai Goldsmith Deserai Goldsmith Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → AH Alexander Harrison Alexander Harrison Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → RK Rebecca Kauffman, Cfp® , Crpc Rebecca Kauffman, Cfp® , Crpc Colleague at Aegis Consulting Group, LlcOrlando, Florida, United States View → MW Michael W. Moon Michael W. Moon Colleague at Aegis Consulting Group, LlcSan Diego, California, United States View →
2 education records

Julia Moon, Cfp®, Crpc® education

High School

Poway High School

Activities and Societies: Associated Student Body, Tennis, National Honors Society

FAQ

Frequently asked questions about Julia Moon, Cfp®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Julia Moon, Cfp®, Crpc® work for?

Julia Moon, Cfp®, Crpc® works for Aegis Consulting Group, LLC.

What is Julia Moon, Cfp®, Crpc®'s role at Aegis Consulting Group, LLC?

Julia Moon, Cfp®, Crpc® is listed as CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth at Aegis Consulting Group, LLC.

What is Julia Moon, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @lincolnfinancial.com for Julia Moon, Cfp®, Crpc® at Aegis Consulting Group, LLC.

Where is Julia Moon, Cfp®, Crpc® based?

Julia Moon, Cfp®, Crpc® is based in San Diego County, California, United States while working with Aegis Consulting Group, LLC.

What companies has Julia Moon, Cfp®, Crpc® worked for?

Julia Moon, Cfp®, Crpc® has worked for Aegis Consulting Group, Llc, Lincoln Financial Advisors, Arlington Financial Advisors, University Of California, Santa Barbara, and Accrued Benefit Administrators.

Who are Julia Moon, Cfp®, Crpc®'s colleagues at Aegis Consulting Group, LLC?

Julia Moon, Cfp®, Crpc®'s colleagues at Aegis Consulting Group, LLC include James Neel, Susan Lee, Paul Solorzano, Mark Osickey, and Taylor Lloyd.

How can I contact Julia Moon, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for Julia Moon, Cfp®, Crpc® at Aegis Consulting Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Julia Moon, Cfp®, Crpc® attend?

Julia Moon, Cfp®, Crpc® holds Bachelor’S Degree, Psychology | Clinical Applied Psychology from University Of California, Santa Barbara.

What skills is Julia Moon, Cfp®, Crpc® known for?

Julia Moon, Cfp®, Crpc® is listed with skills including Retirement Planning, Estate Planning, Asset Protection, Asset Management, Holistic Financial Planning, Independent Investment Consulting, Fee Based Financial Planning, and College Funding Strategies.

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