Julia Organizer
Founder and Financial Advisor at Gaia Wealth Management | Denver, Colorado, United States
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Julia V. Bourlakov, as the Founder and Financial Advisor at Gaia Wealth Management, is dedicated to guiding clients through the often overwhelming landscape of retirement planning. With a keen understanding of the complexities surrounding asset allocation, estate considerations, and wealth preservation strategies, Julia empowers individuals to take control of their financial futures. Her expertise in retirement account consolidation allows clients to streamline their investments, making it easier to track progress toward their early retirement goals.
At Gaia Wealth Management, Julia leads key projects focused on educating clients about the ever-evolving tax laws and regulations that impact their financial decisions. She believes that a solid financial education is crucial, especially as retirement planning has undergone significant changes over the past fifty years. Julia's commitment to strategic planning and financial analysis ensures that her clients not only understand their current financial standing but also have a clear roadmap for achieving their retirement aspirations.
Her approach is holistic, incorporating portfolio reviews and tailored wealth management strategies that align with each client's unique circumstances. By fostering open communication and building lasting relationships, Julia helps demystify the complexities of financial planning, allowing her clients to feel confident and informed as they navigate their journey toward financial independence. Whether it's addressing concerns about multiple retirement accounts or developing legacy strategies, Julia is dedicated to providing personalized guidance that meets the needs of today's investors.
Founder and Financial Advisor at Gaia Wealth Management in March 2017 to Present
Financial Advisor at Edward Jones in March 2010 to March 2017
Credit Risk Analyst at Clayton Fixed Income Services in September 2007 to March 2010
Research Assistant at University of Colorado Denver in December 2006 to September 2007
Business Development Associate at Wimax International in January 2007 to January 2007
Broker/Dealer Intern at Jackson in September 2004 to May 2005
student at Metropolitan State University of Denver in January 2002 to January 2005
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Asset Allocation and Protection Strategies
Estate Consideration and Legacy Strategies
Financial Analysis and Assessments
Strategic Planning
Portfolio Review
Wealth Management, Preservation Strategies and Wealth Transfer
Retirement Account Consolidation
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Discover more about Gaia Wealth ManagementWhat is Julia Organizer email address?
Email Julia Organizer at [email protected]. This email is the most updated Julia Organizer email found in 2026.
How to contact Julia Organizer?
To contact Julia Organizer send an email to [email protected]. (updated on October 29, 2024)
What company does Julia Organizer work for?
Julia Organizer works for Gaia Wealth Management
What is Julia Organizer's role at Gaia Wealth Management?
Julia Organizer is Founder and Financial Advisor
What is Julia Organizer's Phone Number?
Julia Organizer's phone (303) ***-*750
What industry does Julia Organizer work in?
Julia Organizer works in the Financial Services industry.
Julia Organizer Email Addresses
Julia Organizer Phone Numbers
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