Julian serves as a financial adviser with the premier planning team of F-Squared at Pacific Capital Resource Group, Inc. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, Julian provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisors and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals. Securities and Investment advisory services are offered exclusively through Royal Alliance.
Julian is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Julian and his clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.
Julian has successfully passed his Series 7 & Series 66 exams; and holds his Arizona and Washington State Life and Disability Insurance licenses. He graduated from Central Washington University with a Bachelor’s degree in Business Administration with an emphasis in Finance. Julian remains active in the CWU community through his involvement in the CWU Alumni Association. When he isn’t working, Julian enjoys a number of different activities including ice hockey, travelling abroad, reading, and spending quality time with his family.