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.