Julian is a lead planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 5 years in the financial services industry. Prior to joining the Facet team, Julian spent time with Northwestern Mutual and LPL Financial, doing comprehensive financial planning and managing clients’ investment portfolios. Julian enjoys working with clients through the various stages of their financial lives, and providing the guidance to help them succeed. Julian spends his non working hours exercising, gallivanting with his partner, Mandy, and their dogs, Steve and Frank. Julian also loves traveling, and makes a habit of visiting a new country every year.
Education: University of Maryland (BA)
"Be humble. Be hungry. And always be the hardest worker in the room." - Dwayne Johnson
Get to know Julian
From atop the Mayan Temple on the Belize Guatemala border
Taken just after getting Sak Yant tattoo by Buddhist monk
Just completed 2019 New York Marathon
Steve and Frank
What's the craziest thing you've ever done?
If you could visit anywhere in the world you've never been, where would you go?
What four individuals, living or dead, would you like to eat dinner with the most?
Barack Obama, Dwayne Johnson, Dave Chappelle, Leonardo Da Vinci
What are you passionate about?