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Biography

Julian is an Associate in the Santa Barbara office. In his role within the Wealth Management practice, he supports financial advisors in providing comprehensive financial planning and investment management services to clients of varied personal and financial situations.

Prior to joining Cerity Partners, Julian developed his skills as a Financial Planning Analyst at West Coast Financial.

In Julian’s spare time, he enjoys surfing and cooking.

Education

  • B.A. in Economics from UC Santa Barbara
  • Master of Quantitative Economics from California Polytechnic State University

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.