SEAN JULIAN

ADVISOR, CFP®

 

EDUCATION

  • University of Illinois- Urbana Champaign, BS in Consumer Economics and Financial Planning

 

COMMUNITY

  • Tutoring Chicago, Tutor

 

MY CAREER BEGAN IN 2015

After graduating from the University of Illinois, I started out my financial career at a firm focusing on financial planning for Fortune 500 corporate executives. I then moved on to a trust company planning for individual business owners and generational wealth. Since my early childhood, I have always enjoyed helping others, so I find this career very rewarding helping others achieve their financial goals.

 

MY PRIVATE VISTA

Growing up in the Chicago area, I have always loved the the water. My Private Vista includes traveling to my family’s cottage to relax, boat, enjoy water sports and good company. Although I never would like to permanently leave my home of Chicago, I do love to travel the world. Anything from beach vacations, to snow skiing in the mountains, or escaping to a villa on a vineyard are all in my dreams! I also love all types of food, so something I also get to enjoy when traveling the world.