Julian is a Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC. He provides comprehensive financial planning and investment advisory services to families, business owners, and high net worth individuals. Julian is passionate about providing clients the education, expertise, and planning capabilities to help them achieve their financial goals through a consistent goals-based approach. Prior to his current role, Julian worked in the financial services industry guiding retirement plan participants, small-business owners, and high net worth families on lending options, comprehensive financial planning, portfolio management, and insurance planning.
Julian earned a BA in Sustainability with a concentration in Policy and Governance from Arizona State University. Julian holds Series 7 and Series 66 licensing and earned designation as a CERTIFIED FINANCIAL PLANNER™ in 2013.
Resources and events
Event 11/29/2022Chicagoland Construction Surety Forum
Event 6/21/2022Current M&D Developments: Elevate Your Business (Pittsburgh)