Dedication. Experience. Commitment.
We’re a close-knit team of financial professionals who share a dedication to serving and empowering our clients. Each of our team members plays a role in helping get our clients closer to their financial goals. Our team-centered approach allows us to utilize every team member’s knowledge, skills, and experience to better serve and support you in your unique financial needs.
You can get to know our team members at the bio links below. Then, reach out to us and schedule a meeting so we can get to know you, too.
Sabrina Julian AIF®
Financial Planner
(925) 465-1060
Sabrina Julian Investment Services is my pride and joy. I founded my firm in 2006 with the goal to help others achieve financial independence and stability. Growing up, I always loved solving puzzles. Every client that comes to me has...
Summer Long
Operations Associate
I’ve been working in the financial industry since 2017, and specialize in underwriting homeowners insurance policies in Calaveras and Butte Counties. Though much of the work I provide Sabrina tends to be more “behind the...
