Julian Treves
Financial Planner at Avise Financial | Greater Philadelphia
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Julian Treves serves as an Investment Advisor at Creative Financial Designs, Inc., a reputable Registered Investment Adviser established in 1982 in Kokomo, Indiana. With a robust focus on helping clients navigate the complexities of investment portfolios, Julian emphasizes tax-efficient strategies that maximize returns while minimizing liabilities. His expertise extends beyond traditional investment management; he is particularly passionate about educational finance, specifically the intricacies of college funding and the often-overlooked benefits of 529 Plans.
Recognizing that many families and financial advisors underutilize these tax-advantaged savings plans, Julian is committed to educating clients on their potential to significantly alleviate the financial burden of higher education. He believes that proactive planning before college can make a substantial difference in a family’s financial landscape, allowing for more strategic budgeting and forecasting.
At Creative Financial Designs, Julian collaborates with a team that embodies integrity and a client-centered approach, ensuring that each client receives personalized advice tailored to their unique financial situations. His skills in financial planning, variance analysis, and hedging further enhance his ability to provide comprehensive guidance. Whether it's through direct investment strategies or educational funding solutions, Julian is dedicated to helping clients transition from their current financial standing to a more secure and prosperous future. To explore how Julian can assist you in achieving your financial goals, consider scheduling an introductory meeting [here](https://calendly.com/julian-treves/introductory-meeting).
Financial Planner at Avise Financial in January 2025 to Present
Investment Advisor at Creative Financial Designs, Inc in February 2024 to December 2024
Executive Director at Pathways Planning & Insights/College Tuition Advisory Services in September 2019 to February 2024
Treasurer at Livent in January 2018 to January 2019
Director, Financial Planning and Analysis, Lithium Business Division at FMC Corporation in January 2017 to January 2018
Finance Director at FMC Corporation in January 2015 to January 2017
Operations Controller at FMC Corporation in January 2013 to January 2015
Director, Corporate Finance at FMC Corporation in January 2008 to January 2013
Director, International Treasury at ADP in January 2006 to January 2007
Corporate Finance, Director/Manager at Viacom in January 1999 to January 2006
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Investment Advisory Services
Educational funding
Financial Consulting
College Funding Strategies
Treasury
Budgeting & Forecasting
Corporate Finance
Financial Analysis
Sarbanes-Oxley Act
Manufacturing
Forecasting
Variance Analysis
Derivatives
Financial Planning
Budgeting
Hedging
Financial Modeling
Financial Management
Capex
Foreign Exchange Management
Capital Projects
FX Hedging
Transfer agents
Global Business Management
Financial Policies & Procedures
Intercompany Transactions
Commercial Paper
IPO
International Finance
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What is Julian Treves email address?
Email Julian Treves at [email protected]. This email is the most updated Julian Treves email found in 2026.
How to contact Julian Treves?
To contact Julian Treves send an email to [email protected]. (updated on October 29, 2024)
What company does Julian Treves work for?
Julian Treves works for Avise Financial
What is Julian Treves's role at Avise Financial?
Julian Treves is Financial Planner
What is Julian Treves's Phone Number?
Julian Treves's phone (**) *** *** 272
What industry does Julian Treves work in?
Julian Treves works in the Financial Services industry.
Julian Treves Email Addresses
Julian Treves Phone Numbers
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