After graduating from the University of North Carolina at Chapel Hill with a bachelor’s degree in economics, Julio was eager to put his education and skills to use in the professional world. His determination to help individuals and families make informed decisions led him to pursue a career in financial planning. Today Julio dedicates his time to providing personalized and supportive services to clients looking to improve their understanding of the financial world and how it applies to their everyday lives.
“Two things that greatly affect our happiness, is the management of our time and finances. If focusing on finances is taking away from spending time with the people you love or doing things you love, then we need to fix that.”
Julio is a CERTIFIED FINANCIAL PLANNERTM and thus has a fiduciary duty to all his clients when providing financial advice. He has passed the Series 7 and 66 securities exams and has his life and long-term care insurance licenses.
In his free time, Julio enjoys spending time with his family, exercising, and staying active in the community. As the president of a conversational Spanish group in Charlotte, Julio has enjoyed promoting the Spanish language and the importance of cultural exchange. Julio and his wife, Stephanie have a son and a dog who bring joy, laughter, and a healthy dose of chaos into their household. When he’s not spending time with family, you can find Julio at a sporting event or at the Whitewater Center.