Julia brings two decades of experience as an Entrepreneur, Professional Coach & award winning Wealth Advisor to RockStar Financial.

 

After receiving her Bachelor of Arts in Communications: Business Admin & Theatre Arts Management from the University of Redlands in 2001, she began her career as an Investment Executive with Trilogy Financial Services. During her time there, she earned many accolades including being recognized as Training Manager of the Year, being ranked #1 in gross sales for the San Diego branch office, as well as receiving the Bakers Dozen Award twice for top 13 in companywide sales production.

 

In 2005, Julia started her own independent Financial Firm. Over the next 7 years, she built a successful fee-based Wealth Management Advisory Practice, by referral only, from the ground up, overseeing all aspects of running a business.

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Julia has worked 1-on-1 with hundreds of clients, ranging in age from 21 to 88. Her clients have included singles, married / unmarried couples, retirees, employees, executives, professionals, freelancers, entrepreneurs, business owners, inheritance receivers, and even a Mega Lottery winner.

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She's helped people through all types of business and life transitions: business phases (start-up + growth + exit), marriages, divorces, births, empty-nesting, geographical moves, career changes, raises, job losses, pension losses, home and investment property purchases and sales, retirement, health crises, addictions, plus market crashes and recoveries.

 

Since 2012, as a Professional Coach & Mentor, she has been inspiring experienced business owners and professionals to step into their Genius! With her two companies: She Flies with Her Own Wings and RockStar Financial, Julia helps her clients take their lives, careers & businesses to the next level and experience the clarity and freedom that comes from aligning their finances with their deepest values, goals, interests and desires. 

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Julia offers an Essential Guide to a Wealthy & Wondrous Life!