Julia Wentworth

As a Wealth Advisor, Julia helps clients build financial strategies that reflect their goals, family history, and personal priorities. She combines this understanding of each client’s life with data-backed analysis to create informed, actionable plans, and offers the tools and support clients need to navigate financial decisions and life-changing events with less stress.

Julia’s path into financial planning started in the non-profit sector, where she worked in business administration, marketing, public relations, and fundraising, before an interest in psychology and human behavior, combined with her love for numbers, sparked a career shift. Personal experiences along the way reinforced the importance of financial education, empowerment, and organization, values she now draws on to help clients make confident decisions about their future. Julia holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned her MBA and BA, in Psychology and Spanish, from the University of Colorado, Boulder. She is also fluent in both written and spoken Spanish.

Julia and her husband are committed to an active lifestyle and look for any opportunity to go camping or spend the day in the mountains with their kids. She also enjoys biking, skiing, taking adventures on foot, and listening to live music.