I am passionate about being attentive to every client’s
needs and being able to apply my knowledge and make
a difference in their lives, makes it even more rewarding.
Being a part of a firm and team that genuinely supports
one another and strives to see the success of us all
makes showing up each day all the better. My overall
goal is to foster the growth of genuine relationships with
the clients to see them live their lives to the fullest while
knowing they have our team to support them in every
step of the way.
Credentials, Experience & Education
- Securities Industry
Essentials Exam - Bachelor of Science in
Personal and Family
Financial Planning -
University of Arizona - 5+ years of customer
service experience
Role within Aspire Wealth Partners
- Manage client requests
- Accounting maintenance and processing
- Advisor support
Personal Interests
- Traveling
- Studying sustainability
and urban development - Astronomy/ Stargazing
- Formula 1 racing
- Spending time with
family and friends - Cultural learning
Julioleon@aspirewealthaz.com