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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
Julia has been in the Wealth Management services over 20 years. She has strong passion working with clients and believes the highest priorities of her job is to provide superior, professional services to clients and help clients to achieve their optimal financial goals.
As a Financial Advisor and Portfolio Manager, Julia first works with clients to set up their financial goal. The goal needs to be clearly communicated, reasonably set up and is with the time horizon and risk tolerance most suitable to clients. Julia implements a systematic and organized procedure of portfolio management. She conducts periodic portfolio reviews with clients in person or over the phone. In these reviews, Julia goes over market updates, firm's investment outlooks, portfolio's status, and necessary asset reallocations. These reviews, together with appropriate modifications, and effective executions, help clients to attain optimal result of portfolio performances.
In addition to portfolio performances, Julia reviews client's total financial pictures and make essential recommendations to clients in the area of estate planning, children college funding, retirement preparations, life insurance, and credit financing arrangements. Julia works closely with CPAs, tax attorneys, and insurance professionals to achieve the best benefits of client's financial life.
Julia has a B.S. degree from Brigham Young University and an MBA degree from California State University – Sacramento. Julia had worked four years as a Business Banking manager at Citibank, reviewing lending applications from corporations in San Francisco Bay area. Before joining UBS, Julia was a Managing Director/International Wealth Management Advisor at Merrill Lynch / Bank of America for 18 years.
Julia is Series 7, 63, and 65 licensed. She holds CA Life Insurance license and Portfolio Manager designation at UBS.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Julia has been in the Wealth Management services over 20 years. She has strong passion working with clients and believes the highest priorities of her job is to provide superior, professional services to clients and help clients to achieve their optimal financial goals.
As a Financial Advisor and Portfolio Manager, Julia first works with clients to set up their financial goal. The goal needs to be clearly communicated, reasonably set up and is with the time horizon and risk tolerance most suitable to clients. Julia implements a systematic and organized procedure of portfolio management. She conducts periodic portfolio reviews with clients in person or over the phone. In these reviews, Julia goes over market updates, firm's investment outlooks, portfolio's status, and necessary asset reallocations. These reviews, together with appropriate modifications, and effective executions, help clients to attain optimal result of portfolio performances.
In addition to portfolio performances, Julia reviews client's total financial pictures and make essential recommendations to clients in the area of estate planning, children college funding, retirement preparations, life insurance, and credit financing arrangements. Julia works closely with CPAs, tax attorneys, and insurance professionals to achieve the best benefits of client's financial life.
Julia has a B.S. degree from Brigham Young University and an MBA degree from California State University – Sacramento. Julia had worked four years as a Business Banking manager at Citibank, reviewing lending applications from corporations in San Francisco Bay area. Before joining UBS, Julia was a Managing Director/International Wealth Management Advisor at Merrill Lynch / Bank of America for 18 years.
Julia is Series 7, 63, and 65 licensed. She holds CA Life Insurance license and Portfolio Manager designation at UBS.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
