Julian Locke, CFP^®, ChFC^®, CRPC^™, CDFA^®

I consider myself more than just a financial professional for my clients. I am a dedicated advisor who takes pride in understanding who my clients are and helping them pursue their goals and dreams through personalized service. 

There is no generic answer or cookie-cutter plan. From day one, I approach my clients with open-minded discovery, meeting them where they are today and going well beyond the dollars and cents to find meaning and intention. 

Getting to know people more deeply can mean more complicated plans and solutions, or taking the complicated and making it simple. My practice is made up of fewer clients than many financial practices because I believe that spending time getting to know my clients and understanding their life goals is well worth the investment. I work closely with my clients and their attorneys, accountants and family members to develop and implement strategies that fit their needs.

My typical clients are people who need more than what they can get from a salesperson and are:

• Retiring or preparing to retire successfully
• Changing their relationship- or family-status through marriage, divorce or death
• Business owners who are thinking about the next phase
• Inheriting money and want to make it last longer than average

I have a lifelong commitment to education, having earned and maintained Certified Financial Planner^®, Chartered Financial Consultant^®, Chartered Retirement Planning Counselor^TM and Certified Divorce Financial Analyst^® designations. This professional development came after earning both undergraduate and graduate degrees, as well as securities and insurance licenses.

Outside of the office, I enjoy spending time with my two teenagers, traveling, playing mahjong, and trying to hit my yearly reading goal on Goodreads. I have also been an active and passionate volunteer for many causes over the years, including for women’s shelters, an adoption placement agency, public school classrooms, and health clinics.