Ray Julian, CFP®

Ray Julian, CFP®

Executive Vice President, Financial Planning Group

Phone: (617) 896-3565
Fax: (617) 227-5505

Ray Julian is a practicing financial planner with expertise in investments, retirement income and financial planning.
 
Specialties:

Ray Julian’s practice focuses on delivering cost-effective one-stop solutions for family trust administration, providing objectivity and intelligence to financial decisions. Diagnostic analysis helps individual investors avoid the more common mistakes: panic, overconfidence, under-diversification, over-diversification, speculative trading, investing for yield instead of total return, and misuse of leverage.

 

 

  
Credentials and Professional Background
§         Registered representative and investment advisor representative of Winslow, Evans & Crocker, Inc.
§         Boston College, BS degree, Carroll School of Management
§         CFP® Board Certified since 1987
§         FINRA General Securities Principal, Massachusetts Insurance Producer, and Real Estate Broker
§         Past Chairman and President, Financial Planning Association of Massachusetts®
§         Mentor, Boston University CFP® Professional Internship Program
§         Investments Instructor, Northeastern University CFP® Professional Education Program
§         Executive Producer, Today’s Millionaire with Ray Julian
 
     
      Ray Julian understands how family life, wealth, and happiness are all intertwined and works one on one with clients to help them simplify their financial responsibilities. Wealth should enable one to achieve their life goals and contribute to fulfilling life’s promises.