Julia Joyce Bialek, CFP®, TEP
Wealth Advisor, Director
Julia is a key member of BakerAvenue’s Wealth Advisory team in New York City, where she collaborates with clients to develop and implement tailored wealth management strategies. With a focus on aligning financial goals with long-term planning, she leverages her expertise to guide clients through complex financial decisions, ensuring they maximize their financial potential.
Before joining BakerAvenue, Julia was an Associate Wealth Planner at CISA Trust Company, an international trust firm, where she specialized in wealth planning, client relationship management, and trust administration. During her tenure, she earned the Trust and Estate Practitioner (TEP) designation and became a member of the Society of Trust and Estate Practitioners (STEP). Additionally, she holds her Series 65 license and is a Certified Financial Planner (CFP®).
Making an Impact
Before transitioning into the financial services industry, Julia worked for various nonprofits and foundations. Most notably, she worked for the Goñi and Rey Foundation based in Seville, Spain. The Foundation’s main goal is to accelerate technological development to face major global issues such as healthcare, education, and climate change. During her time at the Foundation, she organized Singularity University’s global summit on how to best utilize exponential technologies to solve humanity’s biggest challenges.
A Secret About Julia
Some may be surprised to know that Julia is from a tiny coastal town in Maine with only 8,500 residents. She even grew up on a farm…but sadly with no animals!
