Julia Moon
CFP®, CRPC® helping successful individuals and families with the creation and ultimate distribution of their wealth
- Role
- Financial Planner at Aegis Consulting Group, Llc
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Julia Moon
As comprehensive & holistic financial planners, we advise our clients in the following…
Experience
Financial Planner
Oct 2023 — Present · San Diego, CA, US
Julia Moon (CA Insurance Lic# 0L29085) is a Registered Representative and Investment Advisor Representative with and offers securities and advisory services through Commonwealth Financial Network®, / a Registered Investment Adviser. DBA Aegis Consulting, 85••••••22. The Financial Advisor associated with this website may discuss and/or transact business only with residents in states which she is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use:
Education
UC Santa Barbara
Bachelor’s Degree, Psychology | Clinical Applied Psychology
2011 — 2015
Poway High School
High School
2007 — 2011
Skills
- Smartstation
- Data Entry
- Outlook
- Administrative Assistants
- Manage Client Relationships
- Office Administration
- Microsoft Excel
- Powerpoint
- Estate Planning
- Fee-Based Financial Planning
- Independent Investment Consulting
- Asset Protection
- Customer Service
- Office Management
- Microsoft Word
- Spreadsheets
- Telephone Skills
- Filing
- Morningstar
- Teamwork
- Asset Management
- Holistic Financial Planning
- Retirement Planning
- College Funding Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.