Get to know us.

Julia Grose, CFP®, AAMS®

Describe your perfect day?

My perfect day would be spent at the beach with my family, reading a good book, and enjoying the sun.

What do you most like about your job?

I enjoy connecting with clients, learning about what drives them and hearing everyone’s unique story.

Surprise us, something we don't know about you?

I have been a vegetarian for 15 years!

How long have you worked in Financial Services?

13+ years

About

Julia is a financial planning professional with over a decade of experience helping individuals and families make confident decisions about their financial futures. She specializes in simplifying complex financial topics and creating personalized strategies for long-term success. Julia worked at Charles Schwab for 13 years holding both client facing and business strategy roles. She received her CERTIFIED FINANCIAL PLANNER® certification in 2017. Outside of work, Julia and her family of 3 reside in Colorado and enjoy getting outside as much as possible by heading to the mountains, camping, or enjoying the state parks nearby.

Education

Bachelors of Science in Hospitality Management from Northern Arizona University Masters in Organizational Leadership from Northern Arizona University CFP Certification AAMS Certification

Expertise

Investment management, retirement savings strategies, budgeting, and retirement income & distribution strategies

Experience

Prior to joining Domain Money Julia worked at Charles Schwab as a wealth advisor where she managed $250 million in assets and served as the lead financial planner for 180 families. She also held positions in business strategy, retirement plan services, and the branch network.