Julia Rhea, Investment Advisor Representative

Julia has been a financial advisor for over 30 years, but has spent nearly her entire life in and around the industry. She nurtured an interest in finances from a very young age, thanks in large part to her father, who started his own financial advisement firm. Julia worked as a bookkeeper through her years at San Diego State University and, after graduating with her BS in Financial Services, she joined the family business.

Julia specializes in comprehensive financial planning and is deeply passionate about her work. She takes the time needed to understand her clients’ unique circumstances and create customized financial plans that meet their needs. She is also committed to educating them about their finances, and empowering them to make informed financial decisions for the future. As a lifelong learner, she finds great joy in learning new things and imparting that knowledge to others.

Finances have always been a family matter for Julia, and she believes wholeheartedly in treating clients like family, with an emphasis on long-term relationships and first-class service. With the help of her dad—who continues to come in to help keep us all on track from time to time—Julia has kept family the focus of what we do. She finds great joy in building relationships with her clients, and helping them build a more secure future for their own families.

Julia was raised in Southern California and now lives in Ramona with her husband, Wayne. She enjoys exercise, and starts every weekday at the gym, in addition to playing beach volleyball at least once a week. She also enjoys baking, especially when she can get her hands on some homegrown Meyer lemons.

In addition to her BS in Financial Services, Julia has also received her Chartered Financial Consultant (ChFC) designation. To begin reviewing your current financial situation and planning to meet your goals, contact Julia at (619) 543-9995.