Julia Cummings

Julia Cummings is a professional wealth advisor dedicated to educating and empowering clients in personal finances to help them achieve their life and legacy goals.

She specializes in financial planning areas such as retirement readiness, retirement income, education cost planning, tax and estate planning, career and business planning, life changes, and values-based and impact investing.

Julia's approach begins with personalized conversations to understand clients' personal values, family, business interests, and future goals, allowing her to tailor custom plans to meet their aspirations.

With a background that includes a BA in Anthropology from Amherst College and further studies at The Tuck School of Business at Dartmouth, Julia brings a wealth of knowledge and expertise to her role as a Senior Wealth Advisor at Beacon Pointe.

Previously, she held positions at reputable organizations like Advice Period, LLC, JPMorgan Chase, and Bernstein Global Wealth Management, demonstrating her diverse experience in the financial industry.

Julia values helping clients navigate financial decisions, including investments and estate planning, to ensure they maximize their financial potential and secure their financial future.

If you are seeking guidance on IRA investments, tax efficiency, required minimum distributions, or estate planning, Julia's extensive experience and dedication make her a valuable asset in achieving financial success.