Sabrina Julian brings twelve years of experience in investment management to her private clients. She was educated at the University of California and the Universidad de Alcala in Madrid, Spain, with degrees in International Relations and Spanish. Ms. Julian holds a General Securities License, a California Securities License, and a California Life Insurance License as well. She has worked for investment and insurance companies in San Francisco and in Europe.
Ms. Julian is the owner of Sabrina Julian Investments, an investment services company providing advice about and access to stocks, bonds, mutual funds, annuities, and a host of other financial tools. Her specialty is retirement planning to assist clients in forming financial goals and implementing a plan to reach them.
SERVICES
- Comprehensive Portfolio Reviews ~ Financial Plans
- Stocks ~ Domestic and Foreign
- Bonds ~ Treasury, Corporate, and Tax-Free Municipal
- Mutual Funds ~ Hundreds of High Quality, Professionally Managed Funds
- Annuities ~ Variable, Fixed and Immediate
- Unit Trusts ~ Stocks and Bonds
- Retirement Accounts ~ Traditional IRAs, Roth IRAs, SEP IRAs, Individual 401(k)s, Group 401(k)s, Profit Sharing Plans … all with full brokerage access to stocks, bonds and mutual funds.
- Estate Planning Tools ~ Charitable Trusts, Life Insurance Trusts, etc.
- Life Insurance, Disability Insurance, Long-Term Care Insurance
- Investment Clubs ~ Join with others to learn about investing
- In-home visits at the client’s convenience
- Ongoing account review and maintenance
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| You and Your Financial Advisor
Investors who seek help from qualified financial advisors should expect the following basic services:
The ability to develop a personalized investment and/or financial plan that suits your needs, goals and current financial situation.
The experience and knowledge to help match your specific goals and objectives with appropriate investments.
Straight answers and common sense advice on the risks and rewards of each investment.
A straightforward explanation of fees and expenses.
Regular portfolio monitoring and analysis of progress.
An annual review of your portfolio to ensure that the strategy is still on target.
Perhaps the greatest advantage of working with a financial advisor is the value he or she can add in helping you to put all pieces of the puzzle together. Beginning with asset allocation, financial advisors can help investors develop a total financial plan, which includes furnishing advice on everything from saving for a first home to investing for college and funding retirement. Financial advisors can also help with advice on retirement plan distribution options, setting up retirement plans for small business and self-employed individuals, tax planning, as well as insurance, estate and trust planning. Contact your financial advisor today for additional information. |
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