Julia Moon Location
- California, United States
Julia Moon Work
- 2023 - now Financial Planner @
- 2017 - 2023 Financial Planner | Moon Wealth Management @
- 2016 - 2017 Registered Assistant | Sagemark Consulting @
- 2012 - 2015 Financial Services Intern @
- 2013 - 2014 Research Assistant | The Family Health Lab @
- 2014 - 2014 Financial Services Intern @
- 2012 - 2012 Financial Services Intern @
Julia Moon Education
- UC Santa Barbara
Bachelor’s Degree (Psychology | Clinical Applied Psychology)
2011 - 2015 - Poway High School
High School
2007 - 2011
Julia Moon Skills
- Office Management
- Customer Service
- Microsoft Office
- Nonprofits
- Manage Client Relationships
- Community Outreach
- Asset Protection
- Smartstation
- Morningstar
- Microsoft Excel
- Data Entry
- Outlook
- Leadership
- PowerPoint
- Office Administration
- Asset Management
- Telephone Skills
- Filing
- Fee Based Financial Planning
- Independent Investment Consulting
- Microsoft Word
- Estate Planning
- Retirement Planning
- College Funding Strategies
- Holistic Financial Planning
- Spreadsheets
- Nursing
- Teamwork
- Administrative Assistants
- Data Analysis
Julia Moon Summary
- Julia Moon, based in California, United States, is currently a Financial Planner at Aegis Consulting Group, LLC. Julia Moon brings experience from previous roles at Lincoln Financial Advisors, Arlington Financial Advisors and University of California, Santa Barbara. Julia Moon holds a 2011 - 2015 Bachelor’s Degree in Psychology | Clinical Applied Psychology @ UC Santa Barbara. With a robust skill set that includes Office Management, Customer Service, Microsoft Office, Nonprofits, Manage Client Relationships and more. Julia Moon has 2 emails on RocketReach.
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