Julia Moon joined Moon Wealth Management in 2016, following a 10 month residency in Madrid, Spain. She graduated from UC Santa Barbara with high honors in 2015. Since then she has been dedicated to her financial planning related studies, earning the Certified Financial Planner (CFP®) and Charter Retirement Planning Counselor (CRPC®) designations within her first 3 years in the industry. She looks forward to sharing her passion for financial planning with all clients, although she especially enjoys working with young professionals and women.
An active member of the Junior League of San Diego, Julia enjoys giving back to her community as often as she can. In her free time, you can find Julia at Amici Dog Park with Murphy, planning out her next travel adventure, and spending time with her family.