As founder of the firm, Julia brings over 15 years of experience to Gaia Wealth Management. Having worked in the financial services industry around the world, she served as a junior accountant in Saint-Petersburg, Russia, worked at Clayton Fixed Income Services as a financial analyst and as a financial advisor at Edward Jones for over seven years. Now an independent advisor, Julia specializes in working with multi-generational families, business owners, and people undergoing life transitions. She truly enjoys helping clients invest their money wisely by defining their goals and developing a strategy to pursue them.
A graduate of Metropolitan State University, Julia earned her Master’s Degree in Finance from the University of Colorado and currently holds her FINRA Series 7 license through LPL Financial & series 66 license through Western Wealth Management. A lover of the outdoors, she named the firm after Gaia, the Greek goddess of the earth, to symbolize her reverence for nature. Working as a financial advisor, she has long believed financial success is built on the same concepts of nurturing, growth and patience.
A true citizen of the world, Julia feels at home in the United States, South America, and across the Eurasian continent. Actively involved in her community, she is a board-member of Harvey Park Improvement Association, her neighborhood’s community organization. Julia is also a frequent volunteer and supporter of several service organizations helping women and children. In her free time, Julia enjoys snowboarding at Beaver Creek and remodeling her new lakeside home. Most of all, she looks forward to being with her husband, Alex, and their three children: Grisha, Anya and Dima. Her family’s newest addition is Lucy, their joyful and energetic new puppy.
GAIA WEALTH MANAGEMENT
10600 W Alameda Ave | Suite 200 | Lakewood, CO 80226
Office: 720.833.9300 | Cell: 720.231.7473 | Fax: 720.833.9190
Email: Julia@GaiaWealthManagement.com
www.GaiaWealthManagement.com