Client Service Admin
Julia is a client service admin within the Polaris Wealth Client Service team and is responsible for partnering with the firm’s wealth management teams to provide an elevated service experience for clients.
She previously worked in Newport Beach within the financial services industry. At California State University, Long Beach, Julia earned her Bachelor of Arts degree and double majored in economics and international studies. In her current position at Polaris Wealth, her duties include account administration, processing new and existing account paperwork, money transfers, and fulfilling client service requests.
In her free time, Julia enjoys going to the beach, being outdoors, traveling, and spending time with her loved ones.