Julian serves as a financial adviser and member of the PCRG Financial Wellness Resource with Pacific Capital Resource Group, Inc. in Bellevue, Washington. He's dedicated to the highest ethical standards and 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.
As a member of the PCRG Financial Wellness Resource, Julian has intimate knowledge about the importance of overall wellness and how financial stability plays a key role in both physical and mental health. He strives to create a positive cultural impact by working directly with human resource departments and providing education workshops for employees.
Julian has successfully passed his Series 7 & Series 66 exams; and holds his Washington State Life and Disability Insurance license. 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, soccer, reading, and spending quality time with his family.