Julian Einfrank

Overview

Julian Einfrank is a Senior Wealth Advisor with CLA Wealth Advisors LLC and has been a part of the CLA family since 2016.  As a member of the wealth advisory team, Julian provides comprehensive financial planning and investment advisory services to families, business owners, and high net worth individuals.

Education

Julian holds Series 7/66 licensing and earned designation as a CERTIFIED FINANCIAL PLANNER® professional in 2013.  Julian is also a Certified Private Wealth Advisor® consultant.  Julian earned a Bachelor of Arts in Sustainability from Arizona State University. 

In the community

Julian serves his community as a member of the Goodman Theatre, Spotlight Advisory Council and is also a member of the Milwaukee Jewish Federation investment committee.

Resources and events