Max Julian

Background

About Max Julian

I am committed to making an impact by helping others, with a focus on equipping people with the essential skills for financial literacy and retirement planning. I hold a degree in Business Administration from San Jose State University and am pursuing a career in financial planning and advisement, where I can guide individuals towards a more secure future. My journey began within the wine industry, where I was able to connect with customers to understand their specific wants and needs around wine. Learning about different varietals and finding wines that best fit palettes and expectations allowed me to make confident recommendations to my guests. I intend on taking this exact philosophy, and applying it to financial planning. I am dedicated to removing the financial burden of planning for your long term future. I aim to help you leverage your resources towards the best possible future. One of my most significant goals is to inspire and promote growth within everyone I meet and work with. I am driven with a desire to see others succeed and create an environment that fosters personal and collective development.