Sabrina Julian Investment Services
346 Rheem Boulevard, Suite 207D, Moraga, CA 94556 | (925) 465-1060 main/fax | (925) 323-4701 cell | Sabrina@SabrinaJulian.com
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About Sabrina Julian
Sabrina Julian

Sabrina Julian, Financial Consultant and a licensed life and disability insurance agent, is an Investment Adviser Representative with Cetera Advisor Networks.

Having entered the financial services industry in 1993, Sabrina Julian has built a clientele that consists of individuals and small business owners, both English and Spanish-speaking. Ms. Julian places emphasis on intelligent decisions by working closely with each client to develop a personalized financial plan. Knowledge and experience play key roles in helping her clients more effectively work toward their financial goals.

A longtime resident of Moraga, California, Sabrina is active in the community. Sabrina belongs to the Hispanic Chamber of Commerce, the Orinda Chamber of Commerce, Business Network International, Rotary, and the American Association of University Women. She also serves on the Board of the Asociación Hispana del Cáncer. Sabrina has written several articles that have been published in the Orinda News and Business Bridge Magazine, and was named one of the “Top 40 Under 40” business owners of 2006 by the San Francisco Business Times.

Ms. Julian was educated at the University of California and the Universidad de Alcalá in Madrid, Spain, with degrees in International Relations and Spanish. Ms. Julian holds General Securities and Registered Investment Adviser Representative registrations. She worked for investment and insurance companies in San Francisco and in Europe.

Cetera Advisor Networks, member SIPC, is a full service broker-dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.

SERVICES

  • Portfolio Reviews ~ Financial Plans
  • Stocks ~ Domestic and Foreign
  • Bonds ~ Treasury, Corporate, and Tax-Free Municipal
  • Mutual Funds ~ Hundreds of High Quality, Professionally Managed Funds
  • Annuities ~ Variable, Fixed and Immediate
  • Unit Trusts ~ Stocks and Bonds
  • Retirement Accounts ~ Traditional IRAs, Roth IRAs, SEP IRAs, Individual 401(k)s, Group 401(k)s, Profit Sharing Plans … all with full brokerage access to stocks, bonds and mutual funds.
  • Estate Planning Tools ~ Charitable Trusts, Life Insurance Trusts, etc.*
  • Life Insurance, Disability Insurance, Long-Term Care Insurance
  • Investment Clubs ~ Join with others to learn about investing
  • In-home visits at the client’s convenience
  • Ongoing account review and maintenance
You and Your Financial Advisor

Investors who seek help from qualified financial advisors should expect the following basic services:

The ability to develop a personalized investment and/or financial plan that suits your needs, goals and current financial situation.

The experience and knowledge to help match your specific goals and objectives with appropriate investments.

Straight answers and common sense advice on the risks and rewards of each investment.

A straightforward explanation of fees and expenses.

Regular portfolio monitoring and analysis of progress.

An annual review of your portfolio to ensure that the strategy is still on target.

Perhaps the greatest advantage of working with a financial professional is the value he or she can add in helping you to put all pieces of the puzzle together. Beginning with asset allocation, financial professionals can help investors develop a total financial plan, which includes furnishing advice on everything from saving for a first home to investing for college and funding retirement. Financial professionals can also help with advice on retirement plan distribution options, setting up retirement plans for small business and self-employed individuals, tax planning*, as well as insurance, estate and trust* planning. Contact your financial professional today for additional information.

*Please note that neither Sabrina Julian Investments, Cetera Advisor Networks nor any of its agents or representatives gives legal or tax advice. For complete details, consult with your tax advisor or attorney.

 

Click here to e-mail Sabrina Julian.

CA Insurance Lic. # 0D67104

Se habla Español

Registered Representative offering securities and advisory service through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/ SIPC. Cetera is under separate ownership from any other named entity.Check the background of your financial professional on FINRA's BrokerCheck

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This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

 

Click here to e-mail Sabrina Julian.