Julia Vanzler, CFP® CPWA®
Julia Vanzler, CFP® CPWA® specializes in working with individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated financial solutions that aim to solve personal challenges and provide security and peace of mind. As a senior private wealth adviser, Julia works closely with her colleagues and her clients’ external advisers to provide thoughtful advice and guidance on investments, retirement income, philanthropic, estate and tax planning. Prior to joining SVB Private, Julia served as a wealth adviser with Boston Private and as a relationship manager at SEI Investments. She received her B.A. from Lafayette College and an MBA from Villanova University.
Latest articles by Julia Vanzler, CFP® CPWA®
Thinking About Semi-Retirement? What You Need to Know
Whether you need time to rebuild your nest egg, or you want to ease into full retirement, some financial planning can make the transition a smooth one.
5 Things to Consider When Weighing a Job Change
careers Financially speaking, the decision to stay or go is about more than just salary. Take a holistic look at your offer before deciding to take the leap to a new job.
By Julia Vanzler, CFP® CPWA® Last updatedcareers
5 Unexpected Insights from Your Tax Return
tax planning Before you box up your tax return for your files, give it one last look for these five missed opportunities. It could save you money next year.
By Julia Vanzler, CFP® CPWA® Publishedtax planning