About Julia Coburn
Julia Coburn is a seasoned financial advisor with a remarkable career spanning 17 years. With her extensive expertise and specialization in working with women investors, she has become a trusted advocate for her clients’ financial goals and aspirations.
Julia takes great pride in her unique approach to financial advising. Rather than seeing herself as just an advisor, she strives to be considered a trusted member of the family, dedicated to safeguarding the interests of her clients. Her commitment to building strong relationships is reflected in her personalized and empathetic approach to financial planning.
Biography:
Recognizing that investment planning is a holistic process, Julia goes above and beyond to assist her clients in various areas of their financial lives. Whether it’s retirement planning, insurance strategies, tax optimization, or estate planning, she diligently explores every aspect to ensure her clients’ financial well-being and security.
With an unwavering dedication to her clients’ best interests, Julia Coburn has established herself as a reliable and respected financial advisor. Her vast experience, coupled with her genuine care and comprehensive approach, make her an invaluable asset for women investors seeking to navigate the complexities of the financial landscape.
Julia has two children–a son and a daughter—and is also the mother to a cat named “Jacques.” Julia spends much of her free time caring for her own mother, as well as participating in fundraisers for organizations such as The American Cancer Society.
Julia holds the following licenses:
Series 7, Series 66
CA Insurance License: 0D55531
Julia Coburn offers securities and advisory services for residents of CA through Centaurus Financial, Inc., member FINRA and SIPC, a Registered Investment Advisor.
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Our Investment Approach
Our proprietary approach to investing, called the TRIAD, diversifies your investment portfolio into three categories: safe, income, and growth. This approach has a greater chance of providing you a cushion during times when the market is performing poorly.
Benefits Of Working With Tremblay Financial Services
- The people we meet with come away with a clear picture of where their financial health is at and a road map that spells out their financial goals and how to tackle the 3 big retirement concerns.
- We hand our clients “The Triad”—our proven code for successful investing, even during challenging periods of market volatility.
- Our clients can rest easy knowing they’re supported by a financial team that’s been in business for 25 years and won multiple Reader’s Choice awards as the best financial advisor in Santa Barbara.
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