Broker Check
512.253.4339
julian@jrafinance.com
Book an Appointment

About

About me...

Many people are worried that their financial advisors keep their jargon too complex and uncomprehending.

What I do is I explain investments strategies in ways that you can understand in plain English. I also provide a commitment to you building a long term relationship.




What we do...

Many people are worried that their financial advisors keep their jargon too complex and uncomprehending.

What I do is I explain investments strategies in ways that you can understand in plain English. I also provide a commitment to you building a long term relationship.

 

About Me

I'm from the Rio Grande Valley, Texas. I grew up the oldest of his siblings. After graduating high school, I joined the United States Air Force.

After my service, I have always wanted the opportunity to continue my service to others and decided to join the financial sector.

Started

I started in 2006 in Austin, Texas working for a small financial firm. I've grown my experience throughout the years including becoming a licensing coach and using that experience to train new advisors as well.

My Investment Philosophy

Does it seem probable that you will outlive your money, or that your money will outlive you? If you don't know, this is what I offer...

A cup of coffee and a second opinion.

If you're open to it, I'd welcome the opportunity to visit with you. I'll ask to outline your financial goals and review your portfolio with you. If I think your investments continue to be well suited to your retirement, I'll gladly tell you so and be on my way.

If, on the other hand your investment strategies no longer fit your goals, I'll explain why in plain English. And, if you like, I'll off you some alternatives.

Understand, there's no obligation to you, and regardless of the outcome, the coffee's on me.

Ask a Question

Thank you!
Oops!