Julia Naman

Financial Advisor

 

    Schedule an appointment with Julia.

Daughter of Phillip Naman and undergraduate of Pepperdine University, Julia Naman is a Financial Advisor at Cornerstone Christian Wealth Management. Julia is a motivated financial planner for young professionals and families. Before joining the family business, 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. Outside of financial planning, Julia enjoys trail running, rock climbing, music, and receiving book recommendations.  

Schedule an Appointment with Julia

 

 

 

Schedule an Appointment

Phone 9094061144
Fax 9094061141
Mobile Phone 9094066460