Carefully planning your retirement takes more than just saving money and some luck! You need someone who is a financial professional and provider of portfolio reviews, investing, understanding estate planning tools AND who understands that you and your financial goals are unique. It is my mission to help people just like you plan for retirement and beyond.
I address each of my clients' individual needs, whether they are in English or in Spanish! My objective is to understand your financial needs and help you to meet your retirement needs through careful planning and investing at whatever level suits your situation best. I work hard to provide you with the information you will need to be "financially intelligent".
I address each of my clients' individual needs, whether they are in English or in Spanish! My objective is to understand your financial needs and help you to meet your retirement needs through careful planning and investing at whatever level suits your situation best. I work hard to provide you with the information you will need to be "financially intelligent".
Services
Sabrina Julian, Financial Consultant and a licensed life and disability insurance agent, is an Investment Adviser Representative with Cetera Advisor Networks. Having entered the financial services industry in 1993, Sabrina Julian has built a clientele that consists of individuals and small business owners, both English and Spanish-speaking.
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