Prior to joining the Lumen Wealth Group, an affiliate group of Crux Wealth Advisors, Julia’s expertise derived from financial planning at Independent Capital Management beginning in 2005. In 2010, Julia joined Waddell & Reed, Inc. and served as the Managing Principal of the South Bay Division of California beginning in 2013. There she was able to combine her passion for financial advisor leadership, growth and development with her skills in financial planning and client asset management.
In November of 2017, Julia took her expertise in leadership and financial planning and joined a team of high caliber and exceptional service advisors focused on holistic wealth management. Julia’s focus is going the extra mile for clients by providing them with a top-notch customer experience. She especially helps clients connect the dots of their financial lives.
Julia leads the onboarding, implementation, forecasting, and creation of functional strategies.
Julia is a native of Moscow, Russia, and moved to Fairfax, Virginia, in the spring of 1996. She graduated from the University of Virginia in 2004 earning a dual degree in Economics and Theatre. In 2012, Julia obtained the Chartered Retirement Planning Counselor® designation and now serves as the President of the Financial Planning Association of Los Angeles. Julia, her husband Jeremy and their son Nathan live in Los Angeles. Outside of the Lumen Wealth Group, the Wiss family enjoys travel, live music and hiking.