Julien is originally from France and moved to South Florida 12 years ago. He has more than 11 years of experience in the financial services industry and has spent the last four working at Fidelity Investments. He is currently a Financial Consultant in charge of the relationship of 400 households; helping them with investment solutions and financial goals. Julien is passionate about his role and this industry and looks for ways to improve on his knowledge of the current market and industry trends as well as to deepen his expertise.
Julien is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and 66 securities licenses as well as life, health and variable annuity insurance licenses. He attained his certification in March of 2013 after attending the Zahn Partnered Education program and live review in Miami, FL. Julien has a Masters of Economics at the University of St Andrews in Scotland.
In his spare time Julien enjoys playing golf and going to the beach. He and his wife also enjoy travelling across the globe.