Julia was adopted from China and raised in Reston, VA. Julia graduated Cum Laude with a Bachelor of Science in Business from Virginia Tech in the Certified Financial Planner™ track.

As a Financial Advisor, Julia primarily supports our international educators in the Middle East/NESA and East Asia/EARCOS region. Julia is passionate about educating our clients on their investments and getting them interested in learning more about their financial goals. As well as how to achieve them.

Julia is motivated to educate for the same reason she decided to become a financial advisor: “The family experience of losing a loved one who did not have their financial affairs in order and seeing the good that a financial advisor could do to prevent another family going through that situation.”

When Julia is not working, she enjoys traveling, Les Mills BodyPump™, running, and spending time with Louie Meatball, her French Bulldog.

Julia holds the following registrations held through LPL Financial: Series 7, Series 63, Series 65, Virginia Insurance License. (all securities registrations are held through LPL Financial).

“The cure for anything is saltwater – sweat, tears or the sea.”

— Isak Dinesen