Julia Naman, CFP®

Financial Advisor

Certified Financial PlannerTM Professional and undergraduate of Pepperdine University, Julia Naman is a motivated financial planner for young families and retirees. Before joining the family business in 2020 (she is Phillip Naman's daughter), Julia received a a Fulbright Scholarship to West Bengal, India from 2017-2018. She spent another year in Paris, France as a music teacher. She holds her Series 7 Securities Registration, her Series 66 Financial Advisor Registration, and her California Life, Health and Accident Insurance License (#4094323) through LPL Financial. 

Julia is passionate about community building and education. She has taught at numerous organizations, from mentoring young women in a domestic abuse shelter in India to volunteering at our local Smiley Public Library as an Adult Tutor. She is also a member of the AAUW's Redlands Branch (American Association of University Women). Outside of financial planning, Julia enjoys trail running, rock climbing with her husband Ryan, music, and receiving book recommendations. They have two dogs and a baby Desert Tortoise named Garbanzo. 

Schedule an Appointment with Julia





Phone 9094061144
Fax 9094061141