Julia Coburn is a seasoned financial advisor with a remarkable career spanning 17 years. With her extensive expertise and specialization in working with women investors, she has become a trusted advocate for her clients' financial goals and aspirations.
Julia takes great pride in her unique approach to financial advising. Rather than seeing herself as just an advisor, she strives to be considered a trusted member of the family, dedicated to safeguarding the interests of her clients. Her commitment to building strong relationships is reflected in her personalized and empathetic approach to financial planning.
Recognizing that investment planning is a holistic process, Julia goes above and beyond to assist her clients in various areas of their financial lives. Whether it's retirement planning, insurance strategies, tax optimization, or estate planning, she diligently explores every aspect to ensure her clients' financial well-being and security.
With an unwavering dedication to her clients' best interests, Julia Coburn has established herself as a reliable and respected financial advisor. Her vast experience, coupled with her genuine care and comprehensive approach, make her an invaluable asset for women investors seeking to navigate the complexities of the financial landscape.
Julia has two children--a son and a daughter—and is also the mother to a cat named “Jacques.” Julia spends much of her free time caring for her own mother, as well as participating in fundraisers for organizations such as The American Cancer Society.
Julia holds the following licenses:
Series 7, Series 66
CA Insurance License: 0D55531
Julia Coburn offers securities and advisory services for residents of CA through Centaurus Financial, Inc., member FINRA and SIPCA, a Registered Investment Advisor.