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Julia Mcdaniel Email & Phone Number
Paraplanner
at
Stein Wealth Advisors
1 work email found
@calu.edu
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Paraplanner
Location
South Park Township, Pennsylvania, United States
Company size
Who is Julia Mcdaniel? Overview
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Quick answer
Julia Mcdaniel is listed as Paraplanner at Stein Wealth Advisors, a company with 4 employees, based in South Park Township, Pennsylvania, United States. AeroLeads shows a work email signal at calu.edu and a matched LinkedIn profile for Julia Mcdaniel.
Julia Mcdaniel previously worked as Associate Wealth Advisor at Hapanowicz Financial and Financial Planning Specialist at Networth Advisors. Julia Mcdaniel holds Bachelor'S Degree, Finance Major And Marketing Minor, 3.84 Gpa from California University Of Pennsylvania.
Company email context
Email format at Stein Wealth Advisors
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{last}@calu.edu
86% confidence
AeroLeads found 1 current-domain work email signal for Julia Mcdaniel. Compare company email patterns before reaching out.
Profile bio
About Julia Mcdaniel
Julia is an Associate Wealth Advisor at Hapanowicz, where she is passionate about helping clients achieve their financial goals as well as supporting the firm’s advisors. She finds fulfillment in guiding clients through the financial planning process and making a positive impact on their financial well-being.She graduated in 2022 from California University of Pennsylvania, where she studied Finance and Marketing. Since then, she has earned several insurance and financial licenses and gained valuable experience as a financial paraplanner in the wealth management industry. Currently, Julia is pursuing her Chartered Financial Consultant (ChFC®) designation to further enhance her expertise and deepen her knowledge.
Current workplace
Julia Mcdaniel's current company
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Stein Wealth Advisors
8 roles
Julia Mcdaniel work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor
- Supporting the Hapanowicz Advisory Team through client engagement and planning support.
- Review client statements, forecast data, develop meeting agendas, and create presentations and deliverables.
- Participate in client meetings, documenting notes and action items, ensuring timely follow-through on commitments.
- Assist in Client Case Prep meetings, offering recommendations on financial plans under the Wealth Advisor's guidance.
Financial Planning Specialist
- Financial paraplanning
- Collaborated closely with financial advisors to provide comprehensive support during and after client meetings o Captured detailed notes, prepared investor reports, and assisted with action items including distribution.
- Developed holistic retirement plans tailored to prospective clients’ financial situations and goalso Analyzed clients’ current financial statuses, including assets, liabilities, risk management plan, income, tax, and.
- Managed various projects, including the distribution of required minimum distributions, tracking advisor prospective client lists, and reallocating fixed indexed annuity contracts
Dec 2022 - Jul 2024
Financial Professional Associate
- Developed marketing strategies to engage existing clients and prospect for potential clients
- Obtained various state insurance and financial licenses
- Conducted outreach to existing clients to review and update their insurance protection needs
May 2022 - Nov 2022
Nanny
Private Family
Provided care for 2 children, ages 4 and 8Performed housekeeping tasks, serving balanced meals, tutoring, and promoting good behaviors skills and social manners
May 2020 - May 2022
Internship Ambassador
Work-study job on campusProcessing internship agreement paperworkReplying to e-mails and phone callsHelping students with questions and solving problems about internships
Mar 2019 - May 2022
Receptionist
Glen Creek Tennis Club
Open facility for the day and closed facilityHandled the cash register Booked tennis events for customers Customer service
Jan 2016 - Mar 2020
May 2018 - Jan 2019
2 education records
Julia Mcdaniel education
Bachelor'S Degree, Finance Major And Marketing Minor, 3.84 Gpa
Education record
FAQ
Frequently asked questions about Julia Mcdaniel
Quick answers generated from the profile data available on this page.
What company does Julia Mcdaniel work for?
Julia Mcdaniel works for Stein Wealth Advisors.
What is Julia Mcdaniel's role at Stein Wealth Advisors?
Julia Mcdaniel is listed as Paraplanner at Stein Wealth Advisors.
What is Julia Mcdaniel's email address?
AeroLeads has found 1 work email signal at @calu.edu for Julia Mcdaniel at Stein Wealth Advisors.
Where is Julia Mcdaniel based?
Julia Mcdaniel is based in South Park Township, Pennsylvania, United States while working with Stein Wealth Advisors.
What companies has Julia Mcdaniel worked for?
Julia Mcdaniel has worked for Stein Wealth Advisors, Hapanowicz Financial, Networth Advisors, Prudential Financial, and Private Family.
How can I contact Julia Mcdaniel?
You can use AeroLeads to view verified contact signals for Julia Mcdaniel at Stein Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Julia Mcdaniel attend?
Julia Mcdaniel holds Bachelor'S Degree, Finance Major And Marketing Minor, 3.84 Gpa from California University Of Pennsylvania.
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