As a recent graduate of CU Boulder, majoring in both Finance and Accounting, Giulia joined our team this month as a Financial Paraplanner. However, she has been a part of the team since 2016, spending two summers with us as an intern. Her forward thinking and fresh, young perspective will bring a wealth of knowledge to Wambolt & Associates.
Giulia finds joy in helping individuals grow both financially and personally. What inspired her to follow this journey was a visit to her sorority from our own Wealth Management Advisor, Cindy Alvarez. Cindy spoke to Giulia and her sorority sisters a few years ago about personal finances, especially as they become young women and graduate from college. She and Cindy kept in touch, and Giulia started working in an administrative capacity at the front desk during the summer of 2016. She joined us again this past summer as an assistant to our financial planners. It was after this exposure and insight that our team knew she would be a great addition after graduation. Giulia is looking forward to her personal growth as a young financial professional and cannot wait to start making a difference in the lives of our clients.
Giulia spent her college career as a cheerleader at the University of Colorado. She loves to ski and is passionate about her health and fitness. She is a true lover of pizza and has made a successful hobby of finding new pizza joints around the Denver metro area.
Series 65 securities license
University of Colorado at Boulder; BA – Finance and Accounting