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Julia Chuon

Financial Services Representative

Biography

I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Knowledge is the key to a successful financial future.
 

Education

C.T. Bauer College of Business, University of Houston Graduate

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Business Succession Planning
  • Financial Education
  • College Funding Strategies
  • Retirement Income Planning
  • Charitable Giving

Languages

  • English
  • Spanish

Coverpath - Get a quote for term life insurance

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck