Julia Guerin was born and raised in Russia and moved to the United States after completing college. Her first degree is in teaching, which remains at the heart of everything she does. For the past 10 years, she has worked in finance, focusing on educating clients and guiding them toward a secure and meaningful financial future. She holds a CLU designation and is deeply committed to helping people. In June 2024, she joined the Holistic Finance Team, where she contributes to values-based investing and thoughtful, client-centered financial planning that aligns financial decisions with what matters most to each client. She has lived in New York for over 25 years, where she shares a busy but fun home with her two daughters, two dogs, a cat, two betta fish, and a frog.
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