Julia Naman, CFP®, ChFEBC℠ is a motivated financial planner for young families, retirees and federal employees. Before joining the family business in 2020 (she is Phillip Naman's daughter), Julia graduated Pepperdine University and received a Fulbright Scholarship to West Bengal, India, where she lived for a year. 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 helps Federal Employees understand their FERS pensions, TSP options, and other federal benefits and is a Chartered Federal Employee Benefits Consultant℠ professional. She is also a Certified Financial Planner™ professional and creates in-depth roadmaps for clients, outlining goals such as retirement, home-purchases, or a debt-free future.
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 since 2020. 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, playing music, and receiving book recommendations. They have two dogs and a baby Desert Tortoise named Garbanzo.
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