Julia joined Stein Wealth Advisors in November 2025. As a paraplanner, she provides
comprehensive support to the Wealth Advisory team, including drafting financial plans,
preparing client meeting materials, and assisting with account management. She enjoys
organizing complex financial information and helping clients gain clarity as they work
toward their financial goals.
She brings a strong background in wealth management, with experience providing
financial planning services to clients and assisting advisors in delivering comprehensive
guidance. Julia completed the American College of Financial Services curriculum and
earned the Chartered Financial Consultant (ChFC®) designation.
Julia is a graduate of California University of Pennsylvania, where she earned her
Bachelor of Science in Business Administration and competed on the Cal U women’s
tennis team throughout her college career.
Originally from South Park, PA, Julia still resides there today. Outside of work, she
enjoys playing tennis and pickleball, spending time with her friends and her boyfriend,
Dustin, attending concerts, traveling, and spending time outdoors.