Julia Ye
Financial Advisor @Transamerica
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WORK HISTORY
Financial Advisor @Transamerica
Los Angeles, CA, US
Full Service Financial PlanningRisk ManagementTax Efficient InvestmentTax SavingsRetirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing)Life Insurance PlanningPersonal Retirement Accounts (IRAs, Roth-IRAs, SEP, Simple)Education Funding (529-GET)Estate Planning and Transfer
EDUCATION
Istituto Tecnico SCARUFFI-LEVI-TRICOLORE
High School Diploma, AMMINISTRAZIONE FINANZA E MARKETING
Università Bocconi
Bachelor of Science - BS, Business Administration and Management
ABOUT JULIA YE
While I was born in China, I grew up in Italy and have been living in Los Angeles since 2018. My parents are first-generation immigrants in Italy, they worked hard to raise a family in a country where they are unfamiliar with the language and culture, and they possessed the entrepreneurial spirit to build a business from scratch. Growing up in a business environment, I experienced the tough times, the challenges, and the downturns that were on the way, and at the same time, I am a testament to my parent\'s hard work, because in the long term it has rewarded them with time and financial freedom. I chose to pursue a business degree because I wanted to be an entrepreneur like my parents. After arriving in the US in 2018, I was looking for a good career opportunity, that would not only provide me financially but also fulfill my personal values and beliefs. I ended up starting my own business in the financial services industry. I have always believed in the importance of financial stability for a family. Financial planning and wealth management are not only for wealthy families but for anyone who wishes to secure their financial future. I am devoted to financial literacy and committed to making an impact on families by helping them build, protect and manage their wealth. For anyone who shares the common values and crusade, I would love to connect with you!
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