Julia Pham, CFP®, AIF®, CDFA®

Julia Pham, CFP®, AIF®, CDFA®

Wealth Adviser, Halbert Hargrove

Julia Pham joined Halbert Hargrove as a Wealth Adviser in 2015. Her role includes encouraging clients to explore and fine-tune their aspirations — and working with them to create a road map to attain the goals that matter to them. Julia has worked in financial services since 2007. Before HH, she was an Associate Relationship Manager with First Foundation Advisors, where she worked with more than 150 clients, advising them on a wide range of wealth management and financial planning concerns. Before that, she was a Portfolio Analyst in asset-based lending for Wells Fargo Capital Finance. In this role, she assisted in the management of a $1.2 billion loan portfolio, working with corporate firms based both domestically and internationally. Julia earned a Bachelor of Arts degree cum laude in Economics and Sociology, and an MBA, both from the University of California at Irvine.

Phone: 516.286.7056 | E-mail: abbie@greenrosepr.com | Website: www.halberthargrove.com/ (opens in new tab)

Latest articles by Julia Pham, CFP®, AIF®, CDFA®