Wealth manager and certified financial planner Julia Wiss of the Lumen Wealth Group is offering a 6-month mentorship to help you launch your own business and formulate your business plan. Over the 6 month period, Julia will give you three one-hour sessions. An example of your mentorship could look like this;
Julia will work with you on what you want to get out of this mentorship, and make sure the three meetings align with your objectives.
Prior to joining the Lumen Wealth Group, Julia’s expertise derived from Financial Planning at Independent Capital Management beginning in 2005. In 2010, Julia joined Waddell & Reed, Inc., and served as the Managing Principal of the South Bay Division of California beginning in 2013. There, she was able to combine her passion for Financial Advisor leadership, growth and development, with her skills in Financial Planning and client asset management. In November of 2017, Julia took her expertise in leadership and financial planning and joined a team of high caliber and exceptional service advisors focused on holistic wealth management. Julia’s focus is going the extra mile for clients to provide them with a top-notch experience. She now serves as the Director of Financial Planning and Client Relations where she helps clients connect the dots of their financial lives. Julia leads the onboarding, implementation, forecasting, and creation of functional strategies.
Most recently, Julia was selected to the 2019 class of Investment News’ 40 Under 40 Financial Advisors. This award recognizes the profession’s next-generation leaders who have contributed meaningfully to the advising industry, show exceptional leadership, and promise. Julia is a native of Moscow, Russia and moved to Fairfax, Virginia in the spring of 1996. She graduated from the University of Virginia in 2004 earning a dual degree in Economics and Theatre. In 2012, Julia obtained the Chartered Retirement Planning Counselor© designation.
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