Julian Zavala, CFA®
Owner / Financial Advisor
Julian is a Financial Advisor who uses ingenuity and sound tactical knowledge to help clients make financial decisions. Embracing and using technology, Julian finds ways to relate to his clients to effectively deliver thoughtful advice and recommendations. Julian is also fluent in Spanish.
While not in the office, Julian enjoys spending time with his wife, working out, supporting his alma matter, Indiana University, and traveling to see his family in Mexico.